Perennial Investment Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 32,626 shares of SDY stock, worth $4.13 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
32,626
Previous 30,971 5.34%
Holding current value
$4.13 Million
Previous $3.87 Million 10.62%
% of portfolio
0.65%
Previous 0.64%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $202,373 - $217,202
1,655 Added 5.34%
32,626 $4.28 Million
Q4 2023

Feb 14, 2024
BUY
$110.2 - $125.58 $83,531 - $95,189
758 Added 2.51%
30,971 $3.87 Million
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $41,288 - $45,801
359 Added 1.2%
30,213 $3.47 Million
Q2 2023

Aug 14, 2023
BUY
$117.3 - $124.97 $38,591 - $41,115
329 Added 1.11%
29,854 $3.66 Million
Q1 2023

May 11, 2023
BUY
$117.74 - $132.18 $327,081 - $367,196
2,778 Added 10.39%
29,525 $3.65 Million
Q4 2022

Feb 09, 2023
BUY
$121.48 - $131.57 $808,692 - $875,861
6,657 Added 33.14%
26,747 $3.35 Million
Q3 2022

Nov 09, 2022
BUY
N/A
14,510 Added 260.04%
20,090 $2.24 Million
Q2 2022

Aug 10, 2022
BUY
N/A
3,217 Added 136.14%
5,580 $662,000
Q1 2022

May 09, 2022
BUY
N/A
82 Added 3.59%
2,363 $306,000
Q4 2021

Feb 14, 2022
BUY
N/A
2,281 New
2,281 $297,000
Q2 2020

Jul 16, 2020
SELL
N/A
-4,892 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
N/A
-3,315 Reduced 40.39%
4,892 $391,000
Q4 2019

Feb 07, 2020
BUY
N/A
8,207 New
8,207 $883,000

Others Institutions Holding SDY

# of Institutions
1,197
Shares Held
70.3M
Call Options Held
99.8K
Put Options Held
17.5K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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