Loring Wolcott & Coolidge Fiduciary Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.47K Hold
2025
Q1
$4.01K Hold
2024
Q4
$4.87K Hold
2024
Q3
$4.7K Hold
2024
Q2
$4.77K Hold
2024
Q1
$4.25K Hold
2023
Q4
$4.25K Sell
2023
Q3
$132K Buy
2023
Q2
$1.94K Buy