Perennial Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Perennial Advisors, LLC

  • $572 Million
  • Q3 2025

A detailed history of Perennial Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Perennial Advisors, LLC holds 5,100 shares of SPGM stock, worth $382,194. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,100
Previous 3,600 41.67%
Holding current value
$382,194
Previous $248,000 53.63%
% of portfolio
0.07%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$68.95 - $75.02 $103,425 - $112,530
1,500 Added 41.67%
5,100 $381,000
Q2 2025

Jul 15, 2025
BUY
$55.5 - $69.0 $199,800 - $248,400
3,600 New
3,600 $248,000

Others Institutions Holding SPGM

# of Institutions
151
Shares Held
8.46M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

SPGM Quotes by TradingView
  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
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