LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44K Hold
1,310
– – ﹤0.01% 432
2025
Q4 		$44.4K Hold
1,310
– – ﹤0.01% 421
2025
Q3 		$44.5K Hold
1,310
– – ﹤0.01% 435
2025
Q2 		$44K Hold
1,310
– – ﹤0.01% 394
2025
Q1 		$43.1K Hold
1,310
– – ﹤0.01% 388
2024
Q4 		$43.2K Sell
1,310
-749
-36% -$24.8K ﹤0.01% 406
2024
Q3 		$68.3K Buy
2,059
+749
+57% +$24.9K ﹤0.01% 370
2024
Q2 		$43.1K Hold
1,310
– – ﹤0.01% 403
2024
Q1 		$42.1K Buy
+1,310
New +$42.7K ﹤0.01% 411

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MERSOM
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Envestnet Asset Management
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AFI
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return