Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-109	Closed	-$12.5K	–	593
2023 Q3	$12.5K	Hold	109	–	–	﹤0.01%	509
2023 Q2	$13.4K	Sell	109 -50	-31%	-$6.11K	﹤0.01%	527
2023 Q1	$19.7K	Sell	159 -30	-16%	-$3.77K	﹤0.01%	471
2022 Q4	$23.6K	Hold	189	–	–	﹤0.01%	454
2022 Q3	$21K	Hold	189	–	–	﹤0.01%	484
2022 Q2	$22K	Buy	+189	New	+$23.6K	﹤0.01%	498
2016 Q4	–	Sell	-180	Closed	-$15K	–	614
2016 Q3	$15K	Hold	180	–	–	﹤0.01%	508
2016 Q2	$15K	Hold	180	–	–	﹤0.01%	511
2016 Q1	$14K	Hold	180	–	–	﹤0.01%	511
2015 Q4	$13K	Hold	180	–	–	﹤0.01%	547
2015 Q3	$14K	Hold	180	–	–	﹤0.01%	519
2015 Q2	$14K	Buy	+180	New	+$14.1K	﹤0.01%	519

Other funds holding SDY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SDY Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR S&P Dividend ETF (SDY) in Q4 2023, closing a stake of 109 shares — an estimated $12.5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SDY in Q2 2015 and held it in 12 quarters. The position peaked at $23.6K in Q4 2022. 1,121 funds tracked by Wall St. Rank hold SDY as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR S&P Dividend ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 109 State Street SPDR S&P Dividend ETF shares in Q4 2023, an estimated $12.5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2015 and held it in 12 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR S&P Dividend ETF position peaked at $23.6K in Q4 2022.
1,121 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.