Winch Advisory Services’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Winch Advisory Services’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-280	Closed	-$9K	–	377
2019 Q4	$9K	Buy	280 +1	+0.4%	+$31	﹤0.01%	217
2019 Q3	$8K	Sell	279 -748	-73%	-$22.6K	﹤0.01%	217
2019 Q2	$31K	Buy	1,027 +751	+272%	+$22.8K	0.02%	131
2019 Q1	$8K	Buy	276 +1	+0.4%	+$30	﹤0.01%	221
2018 Q4	$7K	Sell	275 -188,210	-100%	-$5.55M	﹤0.01%	206
2018 Q3	$6.26M	Buy	188,485 +2,666	+1%	+$88.8K	3.15%	6
2018 Q2	$6M	Buy	185,819 +65,197	+54%	+$2.05M	3.23%	5
2018 Q1	$3.61M	Buy	+120,622	New	+$3.67M	2.11%	20

Other funds holding SPSM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Winch Advisory Services's SPSM Position: Q1 2020 in Review

Winch Advisory Services sold out of State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) in Q1 2020, closing a stake of 280 shares — an estimated $9K sold.

Winch Advisory Services first reported a position in SPSM in Q1 2018 and held it in 8 quarters. The position peaked at $6.26M in Q3 2018. 237 funds tracked by Wall St. Rank hold SPSM as of Q1 2020.

Winch Advisory Services reported no remaining State Street SPDR Portfolio S&P 600 Small Cap ETF position as of Q1 2020 after selling out during the quarter.
Winch Advisory Services sold 280 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2020, an estimated $9K.
Winch Advisory Services first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and held it in 8 quarters.
Winch Advisory Services's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $6.26M in Q3 2018.
237 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.