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Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.05M Buy
12,112
+151
+1% +$109K 0.09% 73
2026
Q1 		$8.13M Buy
11,961
+853
+8% +$580K 0.08% 77
2025
Q4 		$7.73M Buy
11,108
+88
+0.8% +$59.5K 0.07% 78
2025
Q3 		$7.4M Sell
11,020
-45
-0.4% -$28.8K 0.07% 77
2025
Q2 		$6.84M Sell
11,065
-204
-2% -$117K 0.06% 79
2025
Q1 		$6.03M Sell
11,269
-73
-0.6% -$42.9K 0.06% 82
2024
Q4 		$6.8M Buy
11,342
+153
+1% +$90.1K 0.06% 88
2024
Q3 		$6.48M Sell
11,189
-4,283
-28% -$2.37M 0.06% 87
2024
Q2 		$8.74M Buy
15,472
+1,675
+12% +$877K 0.08% 72
2024
Q1 		$6.89M Buy
13,797
+4,479
+48% +$2.23M 0.07% 74
2023
Q4 		$4.5M Buy
9,318
+65
+0.7% +$29K 0.04% 86
2023
Q3 		$3.99M Buy
9,253
+781
+9% +$347K 0.04% 86
2023
Q2 		$3.76M Buy
8,472
+835
+11% +$350K 0.04% 92
2023
Q1 		$3.13M Sell
7,637
-506
-6% -$202K 0.04% 98
2022
Q4 		$3.11M Sell
8,143
-74
-0.9% -$28.4K 0.04% 97
2022
Q3 		$2.94M Sell
8,217
-41
-0.5% -$16.3K 0.04% 99
2022
Q2 		$3.12M Buy
8,258
+79
+1% +$32.4K 0.04% 99
2022
Q1 		$3.69M Sell
8,179
-25
-0.3% -$11.1K 0.04% 99
2021
Q4 		$3.9M Sell
8,204
-319
-4% -$146K 0.04% 100
2021
Q3 		$3.66M Sell
8,523
-217
-2% -$95.7K 0.04% 96
2021
Q2 		$3.74M Buy
8,740
+684
+8% +$286K 0.04% 95
2021
Q1 		$3.19M Sell
8,056
-393
-5% -$152K 0.04% 102
2020
Q4 		$3.16M Sell
8,449
-121
-1% -$42.9K 0.04% 102
2020
Q3 		$2.87M Buy
8,570
+314
+4% +$104K 0.04% 100
2020
Q2 		$2.55M Buy
8,256
+1,017
+14% +$298K 0.04% 101
2020
Q1 		$1.87M Sell
7,239
-1,375
-16% -$419K 0.03% 105
2019
Q4 		$2.77M Buy
8,614
+2,340
+37% +$721K 0.04% 101
2019
Q3 		$1.86M Sell
6,274
-165
-3% -$48.8K 0.03% 119
2019
Q2 		$1.89M Sell
6,439
-32
-0.5% -$9.21K 0.03% 118
2019
Q1 		$1.83M Sell
6,471
-1,553
-19% -$422K 0.03% 121
2018
Q4 		$2M Buy
8,024
+365
+5% +$98.4K 0.04% 112
2018
Q3 		$2.23M Buy
7,659
+1,009
+15% +$287K 0.04% 119
2018
Q2 		$1.8M Sell
6,650
-95
-1% -$25.7K 0.03% 130
2018
Q1 		$1.77M Buy
6,745
+264
+4% +$72.1K 0.03% 131
2017
Q4 		$1.73M Buy
6,481
+10
+0.2% +$2.6K 0.03% 133
2017
Q3 		$1.63M Buy
6,471
+171
+3% +$42.2K 0.03% 133
2017
Q2 		$1.55M Sell
6,300
-704
-10% -$169K 0.03% 131
2017
Q1 		$1.65M Buy
7,004
+686
+11% +$159K 0.03% 128
2016
Q4 		$1.41M Hold
6,318
– – 0.03% 135
2016
Q3 		$1.37M Hold
6,318
– – 0.03% 136
2016
Q2 		$1.32M Sell
6,318
-2,310
-27% -$479K 0.03% 134
2016
Q1 		$1.77M Buy
8,628
+104
+1% +$20.3K 0.04% 119
2015
Q4 		$1.74M Sell
8,524
-722
-8% -$148K 0.04% 122
2015
Q3 		$1.9M Hold
9,246
– – 0.05% 114
2015
Q2 		$1.9M Sell
9,246
-2,025
-18% -$426K 0.05% 114
2015
Q1 		$2.33M Buy
11,271
+936
+9% +$193K 0.06% 108
2014
Q4 		$2.12M Sell
10,335
-13
-0.1% -$2.61K 0.05% 110
2014
Q3 		$2.04M Sell
10,348
-55
-0.5% -$10.9K 0.06% 112
2014
Q2 		$2.04M Sell
10,403
-1,663
-14% -$316K 0.06% 113
2014
Q1 		$2.26M Buy
12,066
+4,580
+61% +$841K 0.06% 112
2013
Q4 		$1.38M Buy
7,486
+60
+0.8% +$10.6K 0.04% 130
2013
Q3 		$1.25M Sell
7,426
-9,775
-57% -$1.64M 0.04% 134
2013
Q2 		$2.76M Buy
+17,201
New +$2.77M 0.09% 111

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, buying an estimated $109K and bringing the position to 12,112 shares worth $9.05M. The position accounts for 0.09% of the portfolio, ranked #73.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SPY in Q2 2013 and has held it in 53 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 12,112 shares of State Street SPDR S&P 500 ETF Trust worth $9.05M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors bought 151 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $109K.
  • State Street SPDR S&P 500 ETF Trust made up 0.09% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #73 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 53 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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