Diversified Trust Co SPY Holdings History
Diversified Trust Co's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Diversified Trust Co held 188,944.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $116.74 Mil. This investment constitutes 3.22% of their stock portfolio, and Diversified Trust Co now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q2. And since then Diversified Trust Co has made 19 purchases of SPY, at an average price of $202.28, for a total of 640,451.00 shares. In addition, there have been 26 sales at an average price of $253.18 for 451,507.00 shares. Based on historical transaction data and SPY's current price of $627.58, Diversified Trust Co's estimated gain on his SPY holdings is $103.34 Mil, reflecting a 79.77% gain to date.
Diversified Trust Co SPY ($627.58) Holding Chart
Diversified Trust Co SPY ($627.58) 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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