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 $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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