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 18,317 shares of SPEM stock, worth $870,607. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,317
Previous 19,470 5.92%
Holding current value
$870,607
Previous $766,000 2.09%
% of portfolio
0.08%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$34.72 - $42.74 $40,032 - $49,279
-1,153 Reduced 5.92%
18,317 $782,000
Q1 2025

May 15, 2025
SELL
$37.07 - $40.63 $239,509 - $262,510
-6,461 Reduced 24.92%
19,470 $766,000
Q4 2024

Feb 12, 2025
SELL
$38.37 - $42.82 $1.14 Million - $1.27 Million
-29,715 Reduced 53.4%
25,931 $994,000
Q3 2024

Nov 14, 2024
SELL
$36.02 - $41.68 $409,871 - $474,276
-11,379 Reduced 16.98%
55,646 $2.3 Million
Q2 2024

Aug 09, 2024
BUY
$35.3 - $38.79 $89,732 - $98,604
2,542 Added 3.94%
67,025 $2.52 Million
Q1 2024

May 14, 2024
BUY
$33.69 - $36.47 $26,480 - $28,665
786 Added 1.23%
64,483 $2.33 Million
Q4 2023

Feb 14, 2024
BUY
$32.26 - $35.46 $3,871 - $4,255
120 Added 0.19%
63,697 $2.26 Million
Q3 2023

Nov 14, 2023
SELL
$33.36 - $36.37 $71,223 - $77,649
-2,135 Reduced 3.25%
63,577 $2.13 Million
Q2 2023

Aug 14, 2023
SELL
$33.2 - $35.75 $2.49 Million - $2.68 Million
-75,038 Reduced 53.31%
65,712 $2.26 Million
Q1 2023

May 11, 2023
BUY
$32.49 - $36.44 $4.57 Million - $5.13 Million
140,750 New
140,750 $4.8 Million

Others Institutions Holding SPEM

# of Institutions
959
Shares Held
226M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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