Perennial Investment Advisors, LLC Spdr Portfolio Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 124,386 shares of SPMD stock, worth $6.31 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
124,386
Previous 26,654 366.67%
Holding current value
$6.31 Million
Previous $1.3 Million 411.09%
% of portfolio
1.01%
Previous 0.22%

Shares

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

May 14, 2024
BUY
$47.16 - $53.34 $4.61 Million - $5.21 Million
97,732 Added 366.67%
124,386 $6.63 Million
Q4 2023

Feb 14, 2024
SELL
$40.76 - $49.2 $230,946 - $278,767
-5,666 Reduced 17.53%
26,654 $1.3 Million
Q3 2023

Nov 14, 2023
SELL
$43.23 - $47.8 $2,982 - $3,298
-69 Reduced 0.21%
32,320 $1.42 Million
Q2 2023

Aug 14, 2023
BUY
$42.21 - $45.89 $717 - $780
17 Added 0.05%
32,389 $1.49 Million
Q1 2023

May 11, 2023
BUY
$41.67 - $47.74 $1.35 Million - $1.55 Million
32,372 New
32,372 $1.42 Million

Others Institutions Holding SPMD

# of Institutions
589
Shares Held
169M
Call Options Held
2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO

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