Spdr S&p 500 Etf shares owned by Winch Advisory Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.6M | 6.3k | 573.77 |
| 2024-06-30 | $3.3M | 6.0k | 544.25 |
| 2024-03-31 | $2.9M | 5.6k | 523.08 |
| 2023-12-31 | $2.5M | 5.2k | 475.28 |
| 2023-09-30 | $1.8M | 4.2k | 427.54 |
| 2023-06-30 | $1.7M | 3.7k | 443.22 |
| 2023-03-31 | $1.7M | 4.1k | 409.49 |
| 2022-12-31 | $1.7M | 4.4k | 382.37 |
| 2022-09-30 | $1.7M | 4.7k | 357.10 |
| 2022-06-30 | $1.8M | 4.7k | 377.31 |
| 2022-03-31 | $2.0M | 4.4k | 451.75 |
| 2021-12-31 | $2.1M | 4.4k | 474.97 |
| 2021-09-30 | $1.9M | 4.5k | 429.02 |
| 2021-06-30 | $1.9M | 4.4k | 427.99 |
| 2021-03-31 | $1.7M | 4.3k | 396.27 |
| 2020-12-31 | $1.6M | 4.3k | 373.79 |
| 2020-09-30 | $1.4M | 4.3k | 334.97 |
| 2020-06-30 | $1.3M | 4.3k | 308.33 |
| 2020-03-31 | $1.1M | 4.2k | 257.62 |
| 2019-12-31 | $1.4M | 4.2k | 321.87 |
| 2019-09-30 | $1.3M | 4.2k | 296.85 |
| 2019-06-30 | $1.3M | 4.4k | 293.07 |
| 2019-03-31 | $1.3M | 4.5k | 282.46 |
| 2018-12-31 | $1.1M | 4.5k | 249.94 |
| 2018-09-30 | $1.4M | 4.7k | 290.67 |
| 2018-06-30 | $1.3M | 4.7k | 271.35 |
| 2018-03-31 | $1.2M | 4.7k | 263.27 |
| 2017-12-31 | $1.3M | 4.7k | 266.91 |
| 2017-09-30 | $1.2M | 4.7k | 257.85 |
| 2017-06-30 | $8.2M | 34k | 241.80 |
| 2017-03-31 | $10M | 43k | 235.74 |
| 2016-12-31 | $15M | 66k | 223.53 |
| 2016-09-30 | $1.5M | 6.9k | 216.36 |
| 2016-06-30 | $194k | 928 | 209.05 |
| 2016-03-31 | $34k | 166 | 204.82 |
| 2015-12-31 | $7.0k | 34 | 205.88 |
| 2015-09-30 | $7.0k | 34 | 205.88 |
| 2015-06-30 | $7.4M | 36k | 205.86 |
| 2015-03-31 | $1.8M | 8.5k | 206.42 |
| 2014-09-30 | $2.5M | 13k | 197.01 |
| 2014-06-30 | $13M | 67k | 195.72 |
| 2014-03-31 | $14M | 73k | 187.01 |