Old North State Trust, LLC SPY Holdings History
Old North State Trust, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Old North State Trust, LLC held 16,261.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.53 Mil. This investment constitutes 6.07% of their stock portfolio, and Old North State Trust, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q3. And since then Old North State Trust, LLC has made 8 purchases of SPY, at an average price of $393.77, for a total of 44,935.00 shares. In addition, there have been 13 sales at an average price of $419.07 for 28,674.00 shares. Based on historical transaction data and SPY's current price of $627.58, Old North State Trust, LLC's estimated gain on his SPY holdings is $4.53 Mil, reflecting a 25.59% gain to date.
Old North State Trust, LLC SPY ($627.58) Holding Chart
Old North State Trust, LLC 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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