Trinity Financial Advisors LLC Spdr S&P 500 ETF Trust Transaction History
Trinity Financial Advisors LLC
- $344 Million
- Q3 2025
A detailed history of Trinity Financial Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 63,073 shares of SPY stock, worth $41.7 Million. This represents 12.21% of its overall portfolio holdings.
Number of Shares
63,073
Previous 64,837
2.72%
Holding current value
$41.7 Million
Previous $40.1 Million
4.89%
% of portfolio
12.21%
Previous 12.42%
Shares
21 transactions
Others Institutions Holding SPY
# of Institutions
5,208Shares Held
630MCall Options Held
380MPut Options Held
724M-
Jpmorgan Chase & CO New York, NY58MShares$38.3 Billion2.54% of portfolio
-
Morgan Stanley New York, NY37MShares$24.4 Billion1.54% of portfolio
-
Goldman Sachs Group Inc New York, NY36.8MShares$24.3 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC30.9MShares$20.4 Billion1.43% of portfolio
-
Wells Fargo & Company San Francisco, CA20MShares$13.2 Billion2.65% of portfolio