SENTINEL TRUST CO LBA SPY Holdings History

Number of Shares
34,754.00
Current Holdings Value*
$19.44 Mil
% of Portfolio
2.29%
Total Estimate Gain
$21.31 Mil
% of Total Estimate Gain
43.59%

SENTINEL TRUST CO LBA's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, SENTINEL TRUST CO LBA held 34,754.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $19.44 Mil. This investment constitutes 2.29% of their stock portfolio, and SENTINEL TRUST CO LBA now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2013Q4. And since then SENTINEL TRUST CO LBA has made 5 purchases of SPY, at an average price of $227.05, for a total of 215,283.00 shares. In addition, there have been 32 sales at an average price of $267.88 for 180,529.00 shares. Based on historical transaction data and SPY's current price of $628.04, SENTINEL TRUST CO LBA's estimated gain on his SPY holdings is $21.31 Mil, reflecting a 43.59% gain to date.

SENTINEL TRUST CO LBA SPY ($628.04) Holding Chart

SENTINEL TRUST CO LBA SPY ($628.04) 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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