Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Portfolio S&P 500 Value E Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	BUY	$35.93 - $42.52 $1,185 - $1,403	33 Added 4.21%	817 $30,000
Q1 2022 Apr 13, 2022	BUY	$39.54 - $42.64 $30,999 - $33,429	784 New	784 $33,000

Others Institutions Holding SPYV

# of Institutions

1,009

Shares Held

407M

Call Options Held

356K

Put Options Held

41.6K

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

76.7M
Shares

$4.19 Billion
8.32% of portfolio
Lpl Financial LLC Fort Mill, SC

39.2M
Shares

$2.14 Billion
0.95% of portfolio
Allworth Financial LP

20.3M
Shares

$1.11 Billion
6.66% of portfolio
Envestnet Asset Management Inc

12.6M
Shares

$687 Million
0.22% of portfolio
Morgan Stanley New York, NY

9.59M
Shares

$524 Million
0.04% of portfolio

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About SPDR PORTFOLIO S&P 500 VALUE E

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