Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Series Tr Spdr S&P Divide Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$117.3 - $124.97 $5,865 - $6,248	-50 Reduced 31.45%	109 $13,000
Q1 2023 May 02, 2023	SELL	$117.74 - $132.18 $3,532 - $3,965	-30 Reduced 15.87%	159 $19,000
Q2 2022 Jul 26, 2022	BUY	$114.07 - $132.3 $21,559 - $25,004	189 New	189 $22,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

Bank Of America Corp Charlotte, NC

7.69M
Shares

$1.07 Billion
0.09% of portfolio
Morgan Stanley New York, NY

4.69M
Shares

$655 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

2.8M
Shares

$391 Million
0.18% of portfolio
Joel Isaacson & Co., LLC

2.46M
Shares

$344 Million
16.92% of portfolio
Royal Bank Of Canada Toronto, A6

2.42M
Shares

$338 Million
0.07% of portfolio

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About SPDR SERIES TR SPDR S&P DIVIDE

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