Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $10.3 Billion
- Q1 2025
A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Spdr Portfolio stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 90 shares of SPMD stock, worth $5,077. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$5,077
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
751Shares Held
216MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.52 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1.01 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$739 Million0.27% of portfolio
-
Valmark Advisers, Inc.6.64MShares$375 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio