SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

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

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

Q4 2025
Shares 3,887 Value ($000) $221 Avg Close Range
Q3 2025
Shares 3,867 Value ($000) $214 Avg Close Range
Q2 2025
Shares 4,044 Value ($000) $212 Avg Close Range
Q1 2025
Shares 4,028 Value ($000) $206 Avg Close Range
Q4 2024
Shares 4,624 Value ($000) $236 Avg Close Range
Q3 2024
Shares 4,594 Value ($000) $243 Avg Close Range
Q2 2024
Shares 4,423 Value ($000) $216 Avg Close Range
Q1 2024
Shares 4,029 Value ($000) $202 Avg Close Range
Q4 2023
Shares 4,009 Value ($000) $187 Avg Close Range
Q3 2023
Shares 3,991 Value ($000) $0 Avg Close Range
Q2 2023
Shares 2,434 Value ($000) $0 Avg Close Range
Q1 2023
Shares 2,423 Value ($000) $0 Avg Close Range
Q4 2022
Shares 2,414 Value ($000) $0 Avg Close Range
Q3 2022
Shares 2,132 Value ($000) $74 Avg Close Range
Q2 2022
Shares 3,099 Value ($000) $114 Avg Close Range
Q1 2022
Shares 201,009 Value ($000) $8,392 Avg Close Range
Q4 2021
Shares 204,720 Value ($000) $8,598 Avg Close Range
Q3 2021
Shares 200,600 Value ($000) $7,823 Avg Close Range
Q2 2021
Shares 277,309 Value ($000) $10,965 Avg Close Range
Q1 2021
Shares 270,309 Value ($000) $10,245 Avg Close Range
Q4 2020
Shares 270,369 Value ($000) $9,298 Avg Close Range
Q3 2020
Shares 95,572 Value ($000) $2,886 Avg Close Range
Q2 2020
Shares 92,199 Value ($000) $2,672 Avg Close Range
Q1 2020
Shares 1,514 Value ($000) $39 Avg Close Range
Q4 2019
Shares 168,486 Value ($000) $5,882 Avg Close Range
Q3 2019
Shares 162,712 Value ($000) $5,200 Avg Close Range
Q2 2019
Shares 160,257 Value ($000) $5,013 Avg Close Range
Q1 2019
Shares 313,220 Value ($000) $9,484 Avg Close Range
Q4 2018
Shares 285,067 Value ($000) $7,742 Avg Close Range
Q3 2018
Shares 290,865 Value ($000) $9,052 Avg Close Range
Q2 2018
Shares 137,641 Value ($000) $4,078 Avg Close Range
Q1 2018
Shares 142,867 Value ($000) $4,200 Avg Close Range
Q4 2017
Shares 3,235 Value ($000) $99 Avg Close Range