TRUSTCORE FINANCIAL SERVICES, LLC SPY Holdings History
TRUSTCORE FINANCIAL SERVICES, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2022-12-31, TRUSTCORE FINANCIAL SERVICES, LLC held 470,293.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $179.85 Mil. This investment constitutes 15.83% of their stock portfolio, and TRUSTCORE FINANCIAL SERVICES, LLC now holds 0.05% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then TRUSTCORE FINANCIAL SERVICES, LLC has made 17 purchases of SPY, at an average price of $354.18, for a total of 569,756.00 shares. In addition, there have been 2 sales at an average price of $450.96 for 99,463.00 shares. Based on historical transaction data and SPY's current price of $623.62, TRUSTCORE FINANCIAL SERVICES, LLC's estimated gain on his SPY holdings is $136.34 Mil, reflecting a 67.56% gain to date.
TRUSTCORE FINANCIAL SERVICES, LLC SPY ($623.62) Holding Chart
TRUSTCORE FINANCIAL SERVICES, LLC SPY ($623.62) 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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