Loring Wolcott & Coolidge Fiduciary Advisors LLP Spdr Ser Tr Fds Spdr Portfolio Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 05, 2019	SELL	$34.28 - $35.36 $142,947 - $147,451	-4,170 Closed	0 $0
Q2 2019 Aug 09, 2019	BUY	N/A	4,170 New	4,170 $149,000

Others Institutions Holding SPEM

# of Institutions

813

Shares Held

195M

Call Options Held

Put Options Held

Creative Planning Overland Park, KS

23M
Shares

$892 Million
0.94% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18.5M
Shares

$716 Million
1.56% of portfolio
Lpl Financial LLC Fort Mill, SC

9.64M
Shares

$374 Million
0.18% of portfolio
Allworth Financial LP

6.3M
Shares

$244 Million
1.61% of portfolio
State Street Corp Boston, MA

6.29M
Shares

$244 Million
0.01% of portfolio

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About SPDR SER TR FDS SPDR PORTFOLIO

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