Perennial Investment Advisors, LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Perennial Investment Advisors, LLC

  • $862 Million
  • Q1 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 19,229 shares of EFIV stock, worth $1.16 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,229
Previous 10,488 83.34%
Holding current value
$1.16 Million
Previous $592,000 73.65%
% of portfolio
0.12%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$52.53 - $58.51 $459,164 - $511,435
8,741 Added 83.34%
19,229 $1.03 Million
Q4 2024

Feb 12, 2025
BUY
$55.05 - $58.86 $100,851 - $107,831
1,832 Added 21.16%
10,488 $592,000
Q3 2024

Nov 14, 2024
BUY
$50.43 - $55.76 $174,386 - $192,818
3,458 Added 66.53%
8,656 $482,000
Q2 2024

Aug 09, 2024
BUY
$47.87 - $53.62 $248,828 - $278,716
5,198 New
5,198 $276,000

Others Institutions Holding EFIV

# of Institutions
117
Shares Held
5.28M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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