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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$5.18K Hold
2025
Q2
$4.89K Hold
2025
Q1
$4.39K Hold
2024
Q4
$5.11K Sell
2024
Q3
$175K Hold
2024
Q2
$174K Hold
2024
Q1
$160K Hold
2023
Q4
$152K Buy
2023
Q3
$134K Buy
2023
Q2
$2.06K Buy