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

Perennial Investment Advisors, LLC

  • $1.15 Billion
  • Q3 2025

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 43,578 shares of SDY stock, worth $6.02 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
43,578
Previous 40,924 6.49%
Holding current value
$6.02 Million
Previous $5.55 Million 9.88%
% of portfolio
0.53%
Previous 0.56%

Shares

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

Nov 12, 2025
BUY
$136.48 - $142.97 $362,217 - $379,442
2,654 Added 6.49%
43,578 $6.1 Million
Q2 2025

Aug 11, 2025
BUY
$121.58 - $136.74 $561,334 - $631,328
4,617 Added 12.72%
40,924 $5.55 Million
Q1 2025

May 15, 2025
BUY
$128.74 - $138.67 $167,619 - $180,548
1,302 Added 3.72%
36,307 $4.93 Million
Q4 2024

Feb 12, 2025
BUY
$131.66 - $144.0 $64,776 - $70,848
492 Added 1.43%
35,005 $4.62 Million
Q3 2024

Nov 14, 2024
BUY
$125.95 - $142.04 $153,659 - $173,288
1,220 Added 3.66%
34,513 $4.9 Million
Q2 2024

Aug 09, 2024
BUY
$124.6 - $132.46 $83,108 - $88,350
667 Added 2.04%
33,293 $4.23 Million
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
$112.65 - $131.57 $749,911 - $875,861
6,657 Added 33.14%
26,747 $3.35 Million
Q3 2022

Nov 09, 2022
BUY
$111.5 - $132.34 $1.62 Million - $1.92 Million
14,510 Added 260.04%
20,090 $2.24 Million
Q2 2022

Aug 10, 2022
BUY
$114.07 - $132.3 $366,963 - $425,609
3,217 Added 136.14%
5,580 $662,000
Q1 2022

May 09, 2022
BUY
$121.65 - $130.75 $9,975 - $10,721
82 Added 3.59%
2,363 $306,000
Q4 2021

Feb 14, 2022
BUY
$118.81 - $129.12 $271,005 - $294,522
2,281 New
2,281 $297,000
Q2 2020

Jul 16, 2020
SELL
$76.15 - $100.68 $372,525 - $492,526
-4,892 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$68.26 - $108.76 $226,281 - $360,539
-3,315 Reduced 40.39%
4,892 $391,000
Q4 2019

Feb 07, 2020
BUY
$98.73 - $107.77 $810,277 - $884,468
8,207 New
8,207 $883,000

Others Institutions Holding SDY

# of Institutions
1,355
Shares Held
70.6M
Call Options Held
59.5K
Put Options Held
29.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

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  • Ticker SDY
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