Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio S&P 600 Small C Call Options Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

861

Shares Held

192M

Call Options Held

62.3K

Put Options Held

1.4K

Financial Engines Advisors L.L.C. Santa Clara, CA

22M
Shares

$980 Million
2.04% of portfolio
Lpl Financial LLC Fort Mill, SC

18M
Shares

$800 Million
0.38% of portfolio
Betterment LLC New York, NY

14.6M
Shares

$652 Million
1.58% of portfolio
Bank Of America Corp Charlotte, NC

6.45M
Shares

$287 Million
0.02% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.55M
Shares

$247 Million
0.04% of portfolio

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