Loring Wolcott & Coolidge Fiduciary Advisors LLP Financial Sector Spdr Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$33.17 - $35.6 $5,970 - $6,408	180 New	180 $5,000
Q1 2023 May 02, 2023	SELL	$30.98 - $37.0 $8,674 - $10,360	-280 Reduced 13.05%	1,865 $59,000
Q4 2022 Mar 02, 2023	BUY	$30.29 - $36.31 $8,481 - $10,166	280 Added 15.01%	2,145 $73,000
Q4 2022 Feb 14, 2023	SELL	$30.29 - $36.31 $8,481 - $10,166	-280 Reduced 13.05%	1,865 $67,000
Q1 2022 Apr 13, 2022	SELL	$35.66 - $41.42 $30,310 - $35,207	-850 Reduced 28.38%	2,145 $82,000
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $9,760 - $10,561	-260 Reduced 7.99%	2,995 $117,000
Q2 2021 Aug 13, 2021	BUY	$34.47 - $38.47 $112,199 - $125,219	3,255 New	3,255 $119,000
Q1 2021 Apr 14, 2021	SELL	$28.95 - $34.77 $151,900 - $182,438	-5,247 Closed	0 $0
Q2 2020 Jul 30, 2020	SELL	$19.55 - $26.74 $19,550 - $26,740	-1,000 Reduced 16.01%	5,247 $121,000
Q1 2020 Apr 15, 2020	BUY	$17.66 - $31.17 $110,322 - $194,718	6,247 New	6,247 $130,000
Q2 2018 Aug 07, 2018	SELL	N/A	-1,251 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	N/A	1,251 New	1,251 $34,000

Others Institutions Holding XLF

# of Institutions

1,838

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

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