AAFMAA Wealth Management & Trust LLC SPY Holdings History
AAFMAA Wealth Management & Trust LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 20,393.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.41 Mil. This investment constitutes 5.18% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then AAFMAA Wealth Management & Trust LLC has made 9 purchases of SPY, at an average price of $497.27, for a total of 32,007.00 shares. In addition, there have been 6 sales at an average price of $409.37 for 11,614.00 shares. Based on historical transaction data and SPY's current price of $622.50, AAFMAA Wealth Management & Trust LLC's estimated gain on his SPY holdings is $1.53 Mil, reflecting a 9.63% gain to date.
AAFMAA Wealth Management & Trust LLC SPY ($622.50) Holding Chart
AAFMAA Wealth Management & Trust LLC SPY ($622.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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