Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.08K	Hold	90	–	–	﹤0.01%	536
2026 Q1	$5.56K	Hold	90	–	–	﹤0.01%	535
2025 Q4	$5.5K	Hold	90	–	–	﹤0.01%	515
2025 Q3	$5.18K	Hold	90	–	–	﹤0.01%	512
2025 Q2	$4.89K	Hold	90	–	–	﹤0.01%	498
2025 Q1	$4.39K	Hold	90	–	–	﹤0.01%	510
2024 Q4	$5.11K	Sell	90 -3,094	-97%	-$174K	﹤0.01%	509
2024 Q3	$175K	Hold	3,184	–	–	﹤0.01%	291
2024 Q2	$174K	Hold	3,184	–	–	﹤0.01%	286
2024 Q1	$160K	Hold	3,184	–	–	﹤0.01%	291
2023 Q4	$152K	Buy	3,184 +45	+1%	+$2K	﹤0.01%	303
2023 Q3	$134K	Buy	3,139 +3,094	+6,876%	+$142K	﹤0.01%	319
2023 Q2	$2.06K	Buy	+45	New	+$1.97K	﹤0.01%	611

Other funds holding SPMD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SPMD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 90 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. The position peaked at $175K in Q3 2024. 706 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 90 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.08K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #536 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 13 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $175K in Q3 2024.
706 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.