Trinity Wealth Management, LLC SPAB Holdings History
Trinity Wealth Management, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 1.22 Mil shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $31.32 Mil. This investment constitutes 12.43% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.36% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2019Q4. And since then Trinity Wealth Management, LLC has made 16 purchases of SPAB, at an average price of $27.66, for a total of 1.69 Mil shares. In addition, there have been 5 sales at an average price of $29.23 for 464,583.00 shares. Based on historical transaction data and SPAB's current price of $25.32, Trinity Wealth Management, LLC's estimated gain on his SPAB holdings is $-2.14 Mil, reflecting a -4.58% gain to date.
Trinity Wealth Management, LLC SPAB ($25.32) Holding Chart
Trinity Wealth Management, LLC SPAB ($25.32) 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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