Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio Transaction History
Loring Wolcott & Coolidge Fiduciary Advisors LLP
- $11.1 Billion
- Q2 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 $5,187. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$5,187
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPMD
# of Institutions
781Shares Held
224MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.79 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.1 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$730 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.64MShares$383 Million5.11% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$331 Million10.91% of portfolio