Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr S&P 500 ETF Trust Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 11,189 shares of SPY stock, worth $6.73 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,189
Previous 15,472 27.68%
Holding current value
$6.73 Million
Previous $8.42 Million 23.75%
% of portfolio
0.06%
Previous 0.08%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$517.38 - $573.86 $2.22 Million - $2.46 Million
-4,283 Reduced 27.68%
11,189 $6.42 Million
Q2 2024

Jul 17, 2024
BUY
$495.16 - $548.49 $829,393 - $918,720
1,675 Added 12.14%
15,472 $8.42 Million
Q1 2024

Apr 23, 2024
BUY
$467.28 - $523.17 $2.09 Million - $2.34 Million
4,479 Added 48.07%
13,797 $7.22 Million
Q4 2023

Feb 01, 2024
BUY
$410.68 - $476.69 $26,694 - $30,984
65 Added 0.7%
9,318 $4.43 Million
Q3 2023

Nov 03, 2023
BUY
$425.88 - $457.79 $332,612 - $357,533
781 Added 9.22%
9,253 $3.96 Million
Q2 2023

Aug 01, 2023
BUY
$404.36 - $443.28 $337,640 - $370,138
835 Added 10.93%
8,472 $3.76 Million
Q1 2023

May 02, 2023
SELL
$379.5 - $416.78 $192,027 - $210,890
-506 Reduced 6.21%
7,637 $3.13 Million
Q4 2022

Mar 02, 2023
BUY
$357.63 - $407.42 $23,245 - $26,482
65 Added 0.8%
8,143 $3.11 Million
Q4 2022

Feb 14, 2023
SELL
$357.63 - $407.42 $49,710 - $56,631
-139 Reduced 1.69%
8,078 $3.24 Million
Q3 2022

Oct 25, 2022
SELL
$357.18 - $429.7 $14,644 - $17,617
-41 Reduced 0.5%
8,217 $2.94 Million
Q2 2022

Jul 26, 2022
BUY
$365.86 - $456.8 $28,902 - $36,087
79 Added 0.97%
8,258 $3.12 Million
Q1 2022

Apr 13, 2022
SELL
$416.25 - $477.71 $10,406 - $11,942
-25 Reduced 0.3%
8,179 $3.69 Million
Q4 2021

Feb 14, 2022
SELL
$428.64 - $477.48 $136,736 - $152,316
-319 Reduced 3.74%
8,204 $3.9 Million
Q3 2021

Nov 12, 2021
SELL
$424.97 - $453.19 $92,218 - $98,342
-217 Reduced 2.48%
8,523 $3.66 Million
Q2 2021

Aug 13, 2021
BUY
$400.61 - $428.06 $274,017 - $292,793
684 Added 8.49%
8,740 $3.74 Million
Q1 2021

Apr 14, 2021
SELL
$368.79 - $397.26 $144,934 - $156,123
-393 Reduced 4.65%
8,056 $3.19 Million
Q4 2020

Jan 14, 2021
SELL
$326.54 - $373.88 $39,511 - $45,239
-121 Reduced 1.41%
8,449 $3.16 Million
Q3 2020

Oct 15, 2020
BUY
$310.52 - $357.7 $97,503 - $112,317
314 Added 3.8%
8,570 $2.87 Million
Q2 2020

Jul 30, 2020
BUY
$246.15 - $323.2 $250,334 - $328,694
1,017 Added 14.05%
8,256 $2.55 Million
Q1 2020

Apr 15, 2020
SELL
$222.95 - $338.34 $306,556 - $465,217
-1,375 Reduced 15.96%
7,239 $1.87 Million
Q4 2019

Jan 22, 2020
BUY
$288.06 - $322.94 $674,060 - $755,679
2,340 Added 37.3%
8,614 $2.77 Million
Q3 2019

Nov 05, 2019
SELL
$283.82 - $302.01 $46,830 - $49,831
-165 Reduced 2.56%
6,274 $1.86 Million
Q2 2019

Aug 09, 2019
SELL
$274.57 - $295.86 $8,786 - $9,467
-32 Reduced 0.49%
6,439 $1.89 Million
Q1 2019

Apr 08, 2019
SELL
$244.21 - $284.73 $379,258 - $442,185
-1,553 Reduced 19.35%
6,471 $1.83 Million
Q4 2018

Feb 13, 2019
BUY
$234.34 - $291.73 $85,534 - $106,481
365 Added 4.77%
8,024 $2.01 Million
Q3 2018

Oct 31, 2018
BUY
$270.9 - $293.58 $273,338 - $296,222
1,009 Added 15.17%
7,659 $2.23 Million
Q2 2018

Aug 07, 2018
SELL
$257.47 - $278.92 $24,459 - $26,497
-95 Reduced 1.41%
6,650 $1.8 Million
Q1 2018

Apr 20, 2018
BUY
$257.63 - $286.58 $68,014 - $75,657
264 Added 4.07%
6,745 $1.78 Million
Q4 2017

Feb 08, 2018
BUY
$252.32 - $268.2 $2,523 - $2,682
10 Added 0.15%
6,481 $1.73 Million
Q3 2017

Oct 27, 2017
BUY
$242.71 - $251.23 $41,503 - $42,960
171 Added 2.71%
6,471 $1.63 Million
Q2 2017

Aug 07, 2017
BUY
N/A
6,300
6,300 $0

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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