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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.05K	Hold	105	–	–	﹤0.01%	537
2026 Q1	$5.32K	Hold	105	–	–	﹤0.01%	536
2025 Q4	$5.23K	Hold	105	–	–	﹤0.01%	517
2025 Q3	$4.92K	Hold	105	–	–	﹤0.01%	513
2025 Q2	$4.47K	Hold	105	–	–	﹤0.01%	500
2025 Q1	$4.01K	Hold	105	–	–	﹤0.01%	513
2024 Q4	$4.87K	Hold	105	–	–	﹤0.01%	510
2024 Q3	$4.7K	Hold	105	–	–	﹤0.01%	527
2024 Q2	$4.77K	Hold	105	–	–	﹤0.01%	521
2024 Q1	$4.25K	Hold	105	–	–	﹤0.01%	534
2023 Q4	$4.25K	Sell	105 -3,564	-97%	-$134K	﹤0.01%	525
2023 Q3	$132K	Buy	3,669 +3,619	+7,238%	+$141K	﹤0.01%	322
2023 Q2	$1.94K	Buy	+50	New	+$1.86K	﹤0.01%	612

Other funds holding SPSM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors held its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) position steady in Q2 2026 at 105 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPSM in Q2 2023 and has held it in 13 quarters since. The position peaked at $132K in Q3 2023. 516 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 105 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.05K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its State Street SPDR Portfolio S&P 600 Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #537 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small 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 600 Small Cap ETF position peaked at $132K in Q3 2023.
516 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

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