Trinity Financial Advisors LLC SPY Holdings History
Trinity Financial Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Trinity Financial Advisors LLC held 64,837.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $40.17 Mil. This investment constitutes 12.3% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Trinity Financial Advisors LLC has made 7 purchases of SPY, at an average price of $395.36, for a total of 102,064.00 shares. In addition, there have been 11 sales at an average price of $523.38 for 37,227.00 shares. Based on historical transaction data and SPY's current price of $634.42, Trinity Financial Advisors LLC's estimated gain on his SPY holdings is $20.27 Mil, reflecting a 50.22% gain to date.
Trinity Financial Advisors LLC SPY ($634.42) Holding Chart
Trinity Financial Advisors LLC 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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