Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$176K | ﹤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% | +$2.16K | ﹤0.01% | 303 |
|
|
2023
Q3 | $134K | Buy |
3,139
+3,094
| +6,876% | +$132K | ﹤0.01% | 319 |
|
|
2023
Q2 | $2.07K | Buy |
+45
| New | +$2.07K | ﹤0.01% | 611 |
|