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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $10.5 Billion
  • Q2 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 15,472 shares of SPY stock, worth $8.42 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,472
Previous 13,797 12.14%
Holding current value
$8.42 Million
Previous $7.22 Million 16.69%
% of portfolio
0.08%
Previous 0.07%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,348
Shares Held
587M
Call Options Held
250M
Put Options Held
483M
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
Track This Portfolio

Track Loring Wolcott & Coolidge Fiduciary Advisors LLP Portfolio

Follow Loring Wolcott & Coolidge Fiduciary Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email