Number of Shares
278,056.00
Current Holdings Value*
$155.54 Mil
% of Portfolio
5.68%
Total Estimate Gain
$123.63 Mil
% of Total Estimate Gain
123.74%

FineMark National Bank & Trust's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, FineMark National Bank & Trust held 278,056.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $155.54 Mil. This investment constitutes 5.68% of their stock portfolio, and FineMark National Bank & Trust now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then FineMark National Bank & Trust has made 20 purchases of SPY, at an average price of $245.03, for a total of 407,759.00 shares. In addition, there have been 15 sales at an average price of $363.45 for 129,703.00 shares. Based on historical transaction data and SPY's current price of $634.42, FineMark National Bank & Trust's estimated gain on his SPY holdings is $123.63 Mil, reflecting a 123.74% gain to date.

FineMark National Bank & Trust SPY ($634.42) Holding Chart

FineMark National Bank & Trust SPY ($634.42) 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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