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

Perennial Investment Advisors, LLC

$989 Million
Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 51,311 shares of SPDW stock, worth $2.23 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

51,311

Previous 48,048 6.79%

Holding current value

$2.23 Million

Previous $1.75 Million 18.75%

% of portfolio

0.21%

Previous 0.2%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$32.66 - $40.75 $106,569 - $132,967	3,263 Added 6.79%	51,311 $2.08 Million
Q1 2025 May 15, 2025	BUY	$33.84 - $37.77 $135,326 - $151,042	3,999 Added 9.08%	48,048 $1.75 Million
Q4 2024 Feb 12, 2025	SELL	$34.13 - $37.35 $138,124 - $151,155	-4,047 Reduced 8.41%	44,049 $1.5 Million
Q3 2024 Nov 14, 2024	BUY	$33.74 - $37.96 $651,654 - $733,159	19,314 Added 67.1%	48,096 $1.81 Million
Q2 2024 Aug 09, 2024	SELL	$34.2 - $36.64 $35,123 - $37,629	-1,027 Reduced 3.45%	28,782 $1.01 Million
Q1 2024 May 14, 2024	BUY	$32.85 - $35.9 $37,481 - $40,961	1,141 Added 3.98%	29,809 $1.07 Million
Q4 2023 Feb 14, 2024	SELL	$29.46 - $34.07 $1.14 Million - $1.31 Million	-38,549 Reduced 57.35%	28,668 $974,000
Q3 2023 Nov 14, 2023	BUY	$30.88 - $33.58 $12,599 - $13,700	408 Added 0.61%	67,217 $2.08 Million
Q2 2023 Aug 14, 2023	SELL	$31.7 - $33.66 $59,881 - $63,583	-1,889 Reduced 2.75%	66,809 $2.17 Million
Q1 2023 May 11, 2023	BUY	$29.83 - $32.71 $2.05 Million - $2.25 Million	68,698 New	68,698 $2.21 Million

Others Institutions Holding SPDW

# of Institutions

1,144

Shares Held

575M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

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 Fds Spdr Portfolio Transaction History