LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Hold |
4,986
| – | – | 0.03% | 109 |
|
|
2025
Q1 | $2.54M | Sell |
4,986
-45
| -0.9% | -$22.9K | 0.02% | 113 |
|
|
2024
Q4 | $2.97M | Sell |
5,031
-143
| -3% | -$84.6K | 0.03% | 116 |
|
|
2024
Q3 | $2.95M | Sell |
5,174
-5
| -0.1% | -$2.86K | 0.03% | 120 |
|
|
2024
Q2 | $2.95M | Sell |
5,179
-144
| -3% | -$81.9K | 0.03% | 104 |
|
|
2024
Q1 | $2.79M | Sell |
5,323
-16
| -0.3% | -$8.38K | 0.03% | 97 |
|
|
2023
Q4 | $2.66M | Sell |
5,339
-236
| -4% | -$118K | 0.03% | 100 |
|
|
2023
Q3 | $2.48M | Sell |
5,575
-123
| -2% | -$54.7K | 0.03% | 102 |
|
|
2023
Q2 | $2.73M | Sell |
5,698
-105
| -2% | -$50.3K | 0.03% | 104 |
|
|
2023
Q1 | $2.66M | Buy |
5,803
+1,773
| +44% | +$813K | 0.03% | 101 |
|
|
2022
Q4 | $1.78M | Hold |
4,030
| – | – | 0.02% | 116 |
|
|
2022
Q3 | $1.62M | Hold |
4,030
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $1.67M | Buy |
4,030
+322
| +9% | +$133K | 0.02% | 122 |
|
|
2022
Q1 | $1.82M | Sell |
3,708
-167
| -4% | -$81.9K | 0.02% | 127 |
|
|
2021
Q4 | $2.01M | Hold |
3,875
| – | – | 0.02% | 127 |
|
|
2021
Q3 | $1.86M | Sell |
3,875
-25
| -0.6% | -$12K | 0.02% | 127 |
|
|
2021
Q2 | $1.92M | Buy |
3,900
+501
| +15% | +$246K | 0.02% | 129 |
|
|
2021
Q1 | $1.62M | Sell |
3,399
-510
| -13% | -$243K | 0.02% | 131 |
|
|
2020
Q4 | $1.64M | Buy |
3,909
+664
| +20% | +$279K | 0.02% | 128 |
|
|
2020
Q3 | $1.1M | Buy |
3,245
+855
| +36% | +$290K | 0.01% | 136 |
|
|
2020
Q2 | $776K | Hold |
2,390
| – | – | 0.01% | 146 |
|
|
2020
Q1 | $628K | Buy |
2,390
+100
| +4% | +$26.3K | 0.01% | 160 |
|
|
2019
Q4 | $860K | Hold |
2,290
| – | – | 0.01% | 165 |
|
|
2019
Q3 | $807K | Hold |
2,290
| – | – | 0.01% | 169 |
|
|
2019
Q2 | $812K | Hold |
2,290
| – | – | 0.01% | 168 |
|
|
2019
Q1 | $791K | Sell |
2,290
-215
| -9% | -$74.3K | 0.01% | 167 |
|
|
2018
Q4 | $758K | Hold |
2,505
| – | – | 0.01% | 169 |
|
|
2018
Q3 | $920K | Sell |
2,505
-190
| -7% | -$69.8K | 0.01% | 161 |
|
|
2018
Q2 | $957K | Sell |
2,695
-456
| -14% | -$162K | 0.02% | 160 |
|
|
2018
Q1 | $1.08M | Buy |
3,151
+190
| +6% | +$64.9K | 0.02% | 160 |
|
|
2017
Q4 | $1.02M | Sell |
2,961
-235
| -7% | -$81.2K | 0.02% | 165 |
|
|
2017
Q3 | $1.04M | Buy |
3,196
+456
| +17% | +$149K | 0.02% | 158 |
|
|
2017
Q2 | $878K | Hold |
2,740
| – | – | 0.02% | 158 |
|
|
2017
Q1 | $856K | Buy |
2,740
+1,025
| +60% | +$320K | 0.02% | 160 |
|
|
2016
Q4 | $517K | Hold |
1,715
| – | – | 0.01% | 187 |
|
|
2016
Q3 | $484K | Sell |
1,715
-170
| -9% | -$48K | 0.01% | 188 |
|
|
2016
Q2 | $513K | Buy |
1,885
+455
| +32% | +$124K | 0.01% | 184 |
|
|
2016
Q1 | $376K | Hold |
1,430
| – | – | 0.01% | 199 |
|
|
2015
Q4 | $363K | Buy |
1,430
+220
| +18% | +$55.8K | 0.01% | 221 |
|
|
2015
Q3 | $331K | Hold |
1,210
| – | – | 0.01% | 233 |
|
|
2015
Q2 | $331K | Hold |
1,210
| – | – | 0.01% | 233 |
|
|
2015
Q1 | $335K | Hold |
1,210
| – | – | 0.01% | 239 |
|
|
2014
Q4 | $319K | Hold |
1,210
| – | – | 0.01% | 237 |
|
|
2014
Q3 | $302K | Hold |
1,210
| – | – | 0.01% | 226 |
|
|
2014
Q2 | $315K | Hold |
1,210
| – | – | 0.01% | 228 |
|
|
2014
Q1 | $303K | Hold |
1,210
| – | – | 0.01% | 227 |
|
|
2013
Q4 | $295K | Buy |
+1,210
| New | +$295K | 0.01% | 228 |
|