TCV Trust & Wealth Management, Inc. SPY Holdings History
TCV Trust & Wealth Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, TCV Trust & Wealth Management, Inc. held 52,782.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $32.61 Mil. This investment constitutes 2.85% of their stock portfolio, and TCV Trust & Wealth Management, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then TCV Trust & Wealth Management, Inc. has made 16 purchases of SPY, at an average price of $292.45, for a total of 132,636.00 shares. In addition, there have been 23 sales at an average price of $364.03 for 79,854.00 shares. Based on historical transaction data and SPY's current price of $627.58, TCV Trust & Wealth Management, Inc.'s estimated gain on his SPY holdings is $23.41 Mil, reflecting a 60.34% gain to date.
TCV Trust & Wealth Management, Inc. SPY ($627.58) Holding Chart
TCV Trust & Wealth Management, Inc. 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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