Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr S&P Midcap 400 ETF Trust 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 S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 4,986 shares of MDY stock, worth $2.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,986

Previous 5,031 0.89%

Holding current value

$2.78 Million

Previous $2.87 Million 7.19%

% of portfolio

0.03%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$522.96 - $601.18 $23,533 - $27,053	-45 Reduced 0.89%	4,986 $2.66 Million
Q4 2024 Jan 28, 2025	SELL	$563.99 - $620.12 $80,650 - $88,677	-143 Reduced 2.76%	5,031 $2.87 Million
Q3 2024 Oct 25, 2024	SELL	$523.84 - $572.02 $2,619 - $2,860	-5 Reduced 0.1%	5,174 $2.95 Million
Q2 2024 Jul 17, 2024	SELL	$516.55 - $556.17 $74,383 - $80,088	-144 Reduced 2.71%	5,179 $2.77 Million
Q1 2024 Apr 23, 2024	SELL	$491.35 - $556.4 $7,861 - $8,902	-16 Reduced 0.3%	5,323 $2.96 Million
Q4 2023 Feb 01, 2024	SELL	$425.08 - $512.6 $100,318 - $120,973	-236 Reduced 4.23%	5,339 $2.71 Million
Q3 2023 Nov 03, 2023	SELL	$450.89 - $498.33 $55,459 - $61,294	-123 Reduced 2.16%	5,575 $2.55 Million
Q2 2023 Aug 01, 2023	SELL	$439.95 - $478.91 $46,194 - $50,285	-105 Reduced 1.81%	5,698 $2.73 Million
Q1 2023 May 02, 2023	BUY	$433.1 - $497.12 $767,886 - $881,393	1,773 Added 44.0%	5,803 $2.66 Million
Q4 2022 Mar 02, 2023	BUY	$409.49 - $470.66 $16,379 - $18,826	40 Added 1.0%	4,030 $1.78 Million
Q4 2022 Feb 14, 2023	SELL	$409.49 - $470.66 $16,379 - $18,826	-40 Reduced 0.99%	3,990 $1.88 Million
Q2 2022 Jul 26, 2022	BUY	$402.57 - $493.76 $129,627 - $158,990	322 Added 8.68%	4,030 $1.67 Million
Q1 2022 Apr 13, 2022	SELL	$459.24 - $521.7 $76,693 - $87,123	-167 Reduced 4.31%	3,708 $1.82 Million
Q3 2021 Nov 12, 2021	SELL	$468.36 - $506.04 $11,709 - $12,651	-25 Reduced 0.64%	3,875 $1.86 Million
Q2 2021 Aug 13, 2021	BUY	$475.11 - $504.81 $238,030 - $252,909	501 Added 14.74%	3,900 $1.92 Million
Q1 2021 Apr 14, 2021	SELL	$413.34 - $489.29 $210,803 - $249,537	-510 Reduced 13.05%	3,399 $1.62 Million
Q4 2020 Jan 14, 2021	BUY	$343.51 - $421.75 $228,090 - $280,042	664 Added 20.46%	3,909 $1.64 Million
Q3 2020 Oct 15, 2020	BUY	$318.46 - $358.67 $272,283 - $306,662	855 Added 35.77%	3,245 $1.1 Million
Q1 2020 Apr 15, 2020	BUY	$220.85 - $384.02 $22,085 - $38,402	100 Added 4.37%	2,390 $628,000
Q1 2019 Apr 08, 2019	SELL	$296.63 - $352.26 $63,775 - $75,735	-215 Reduced 8.58%	2,290 $791,000
Q3 2018 Oct 31, 2018	SELL	$355.06 - $373.52 $67,461 - $70,968	-190 Reduced 7.05%	2,505 $920,000
Q2 2018 Aug 07, 2018	SELL	$333.64 - $365.14 $152,139 - $166,503	-456 Reduced 14.47%	2,695 $957,000
Q1 2018 Apr 20, 2018	BUY	$327.4 - $362.51 $62,205 - $68,876	190 Added 6.42%	3,151 $1.08 Million
Q4 2017 Feb 08, 2018	SELL	$329.2 - $347.26 $77,362 - $81,606	-235 Reduced 7.35%	2,961 $1.02 Million
Q3 2017 Oct 27, 2017	BUY	$308.35 - $326.33 $140,607 - $148,806	456 Added 16.64%	3,196 $1.04 Million
Q2 2017 Aug 07, 2017	BUY	N/A	2,740	2,740 $0

Others Institutions Holding MDY

# of Institutions

1,514

Shares Held

31.8M

Call Options Held

821K

Put Options Held

433K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr S&P Midcap 400 ETF Trust Transaction History