Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio S&P 600 Small C 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 S&P 600 Small C stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 105 shares of SPSM stock, worth $4,620. This represents 0.0% of its overall portfolio holdings.
Number of Shares
105
Previous 105
-0.0%
Holding current value
$4,620
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
973Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$993 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$987 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$710 Million1.56% of portfolio
-
Valmark Advisers, Inc.6.26MShares$276 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$249 Million0.04% of portfolio