SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Winch Advisory Services, LLC's Holding History (CIK: 0001585822)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 7,144 Value ($000) $4,872 Avg Close — Range —
Q3 2025
Shares 7,127 Value ($000) $4,748 Avg Close — Range —
Q2 2025
Shares 7,165 Value ($000) $4,427 Avg Close — Range —
Q1 2025
Shares 6,683 Value ($000) $3,738 Avg Close — Range —
Q4 2024
Shares 6,352 Value ($000) $3,723 Avg Close — Range —
Q3 2024
Shares 6,296 Value ($000) $3,612 Avg Close — Range —
Q2 2024
Shares 5,990 Value ($000) $3,260 Avg Close — Range —
Q1 2024
Shares 5,595 Value ($000) $2,927 Avg Close — Range —
Q4 2023
Shares 5,245 Value ($000) $2,493 Avg Close — Range —
Q3 2023
Shares 4,154 Value ($000) $2 Avg Close — Range —
Q2 2023
Shares 3,734 Value ($000) $2 Avg Close — Range —
Q1 2023
Shares 4,132 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 4,378 Value ($000) $2 Avg Close — Range —
Q3 2022
Shares 4,657 Value ($000) $1,663 Avg Close — Range —
Q2 2022
Shares 4,654 Value ($000) $1,756 Avg Close — Range —
Q1 2022
Shares 4,394 Value ($000) $1,985 Avg Close — Range —
Q4 2021
Shares 4,394 Value ($000) $2,087 Avg Close — Range —
Q3 2021
Shares 4,466 Value ($000) $1,916 Avg Close — Range —
Q2 2021
Shares 4,416 Value ($000) $1,890 Avg Close — Range —
Q1 2021
Shares 4,343 Value ($000) $1,721 Avg Close — Range —
Q4 2020
Shares 4,342 Value ($000) $1,623 Avg Close — Range —
Q3 2020
Shares 4,272 Value ($000) $1,431 Avg Close — Range —
Q2 2020
Shares 4,320 Value ($000) $1,332 Avg Close — Range —
Q1 2020
Shares 4,235 Value ($000) $1,091 Avg Close — Range —
Q4 2019
Shares 4,216 Value ($000) $1,357 Avg Close — Range —
Q3 2019
Shares 4,248 Value ($000) $1,261 Avg Close — Range —
Q2 2019
Shares 4,429 Value ($000) $1,298 Avg Close — Range —
Q1 2019
Shares 4,475 Value ($000) $1,264 Avg Close — Range —
Q4 2018
Shares 4,537 Value ($000) $1,134 Avg Close — Range —
Q3 2018
Shares 4,672 Value ($000) $1,358 Avg Close — Range —
Q2 2018
Shares 4,673 Value ($000) $1,268 Avg Close — Range —
Q1 2018
Shares 4,672 Value ($000) $1,230 Avg Close — Range —
Q4 2017
Shares 4,702 Value ($000) $1,255 Avg Close — Range —
Q3 2017
Shares 4,716 Value ($000) $1,216 Avg Close — Range —
Q2 2017
Shares 33,826 Value ($000) $8,179 Avg Close — Range —
Q1 2017
Shares 43,413 Value ($000) $10,234 Avg Close — Range —
Q4 2016
Shares 66,108 Value ($000) $14,777 Avg Close — Range —
Q3 2016
Shares 6,933 Value ($000) $1,500 Avg Close — Range —
Q2 2016
Shares 928 Value ($000) $194 Avg Close — Range —
Q1 2016
Shares 166 Value ($000) $34 Avg Close — Range —
Q4 2015
Shares 34 Value ($000) $7 Avg Close — Range —
Q3 2015
Shares 34 Value ($000) $7 Avg Close — Range —
Q2 2015
Shares 36,000 Value ($000) $7,411 Avg Close — Range —
Q1 2015
Shares 8,507 Value ($000) $1,756 Avg Close — Range —
Q3 2014
Shares 12,720 Value ($000) $2,506 Avg Close — Range —
Q2 2014
Shares 67,064 Value ($000) $13,126 Avg Close — Range —
Q1 2014
Shares 72,770 Value ($000) $13,609 Avg Close — Range —