Number of Shares
122,128.00
Current Holdings Value*
$68.32 Mil
% of Portfolio
3.27%
Total Estimate Gain
$24.63 Mil
% of Total Estimate Gain
42.59%

FIRST WESTERN TRUST BANK's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, FIRST WESTERN TRUST BANK held 122,128.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $68.32 Mil. This investment constitutes 3.27% of their stock portfolio, and FIRST WESTERN TRUST BANK now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q1. And since then FIRST WESTERN TRUST BANK has made 5 purchases of SPY, at an average price of $435.89, for a total of 132,638.00 shares. In addition, there have been 7 sales at an average price of $474.45 for 10,510.00 shares. Based on historical transaction data and SPY's current price of $634.21, FIRST WESTERN TRUST BANK's estimated gain on his SPY holdings is $24.63 Mil, reflecting a 42.59% gain to date.

FIRST WESTERN TRUST BANK SPY ($634.21) Holding Chart

FIRST WESTERN TRUST BANK SPY ($634.21) 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 %

Top Ranked Articles

  • 1