Spdr S&p 500 Etf shares owned by Trinity Financial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Trinity Financial Advisors
from 13F filings
Historical chart of Trinity Financial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Trinity Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $47M | 89k | 523.07 |
| 2023-12-31 | $42M | 89k | 475.31 |
| 2023-09-30 | $39M | 92k | 427.48 |
| 2023-06-30 | $41M | 92k | 443.28 |
| 2023-03-31 | $36M | 89k | 409.39 |
| 2022-12-31 | $34M | 88k | 382.43 |
| 2022-09-30 | $32M | 89k | 357.18 |
| 2022-06-30 | $33M | 88k | 377.26 |
| 2022-03-31 | $32M | 70k | 451.64 |
| 2021-12-31 | $38M | 79k | 474.96 |
| 2021-09-30 | $26M | 61k | 429.14 |
| 2021-06-30 | $20M | 48k | 428.06 |
| 2021-03-31 | $18M | 46k | 396.34 |
| 2020-12-31 | $18M | 46k | 380.21 |
More positions owned by Trinity Financial Advisors
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