Winch Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$70.6K	Buy	922 +2	+0.2%	+$160	0.02%	151
2025 Q4	$73.8K	Sell	920 -23	-2%	-$1.83K	0.02%	148
2025 Q3	$73.9K	Buy	943 +3	+0.3%	+$226	0.02%	146
2025 Q2	$68.3K	Buy	940 +3	+0.3%	+$202	0.02%	145
2025 Q1	$61.6K	Buy	937 +3	+0.3%	+$207	0.02%	144
2024 Q4	$64.4K	Buy	934 +3	+0.3%	+$208	0.02%	141
2024 Q3	$62.8K	Buy	931 +3	+0.3%	+$195	0.02%	139
2024 Q2	$59.4K	Sell	928 -20	-2%	-$1.23K	0.02%	135
2024 Q1	$58.3K	Buy	948 +3	+0.3%	+$176	0.02%	139
2023 Q4	$52.8K	Buy	945 +4	+0.4%	+$210	0.02%	139
2023 Q3	$47K	Sell	941 -27	-3%	-$1.41K	0.02%	140
2023 Q2	$50K	Buy	968 +4	+0.4%	+$197	0.02%	131
2023 Q1	$46K	Buy	964 +3	+0.3%	+$141	0.02%	129
2022 Q4	$43K	Buy	961 +5	+0.5%	+$226	0.02%	131
2022 Q3	$40K	Buy	956 +4	+0.4%	+$187	0.02%	127
2022 Q2	$42K	Sell	952 -24	-2%	-$1.16K	0.02%	131
2022 Q1	$52K	Buy	976 +2	+0.2%	+$105	0.02%	128
2021 Q4	$54K	Sell	974 -20	-2%	-$1.08K	0.02%	128
2021 Q3	$50K	Buy	994 +3	+0.3%	+$156	0.02%	128
2021 Q2	$50K	Buy	991 +3	+0.3%	+$147	0.02%	127
2021 Q1	$46K	Sell	988 -43	-4%	-$1.95K	0.02%	127
2020 Q4	$45K	Buy	1,031 +4	+0.4%	+$167	0.02%	108
2020 Q3	$40K	Buy	1,027 +4	+0.4%	+$156	0.02%	104
2020 Q2	$37K	Buy	1,023 +5	+0.5%	+$172	0.02%	105
2020 Q1	$31K	Buy	1,018 +6	+0.6%	+$215	0.02%	108
2019 Q4	$38K	Buy	1,012 +5	+0.5%	+$181	0.02%	127
2019 Q3	$35K	Sell	1,007 -8	-0.8%	-$278	0.02%	124
2019 Q2	$35K	Buy	+1,015	New	+$34.4K	0.02%	128

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Winch Advisory Services's SPYM Position: Q1 2026 in Review

Winch Advisory Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.22% in Q1 2026, buying an estimated $160 and bringing the position to 922 shares worth $70.6K. The position accounts for 0.02% of the portfolio, ranked #151.

Winch Advisory Services first reported a position in SPYM in Q2 2019 and has held it in 28 quarters since. The position peaked at $73.9K in Q3 2025. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Winch Advisory Services held 922 shares of State Street SPDR Portfolio S&P 500 ETF worth $70.6K as of Q1 2026.
Winch Advisory Services bought 2 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $160.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Winch Advisory Services's portfolio in Q1 2026, its #151 holding.
Winch Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
Winch Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $73.9K in Q3 2025.
1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.