Perennial Investment Advisors, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Perennial Investment Advisors, LLC

$657 Million
Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 13,736 shares of SPBO stock, worth $396,970. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,736

Previous 12,774 7.53%

Holding current value

$396,970

Previous $375,000 6.4%

% of portfolio

0.06%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$28.68 - $29.47 $27,590 - $28,350	962 Added 7.53%	13,736 $399,000
Q4 2023 Feb 14, 2024	SELL	$26.77 - $29.6 $2.74 Million - $3.03 Million	-102,232 Reduced 88.89%	12,774 $375,000
Q3 2023 Nov 14, 2023	SELL	$27.56 - $28.96 $82,900 - $87,111	-3,008 Reduced 2.55%	115,006 $3.17 Million
Q2 2023 Aug 14, 2023	BUY	$28.44 - $29.46 $10,665 - $11,047	375 Added 0.32%	118,014 $3.41 Million
Q1 2023 May 11, 2023	BUY	$28.24 - $29.83 $3.32 Million - $3.51 Million	117,639 New	117,639 $3.44 Million

Others Institutions Holding SPBO

# of Institutions

133

Shares Held

37.4M

Call Options Held

1.5K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
Sector ETFs
Industry ETFs

More about SPBO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Account

Perennial Investment Advisors, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History