A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 128,210 shares of SPTM stock, worth $8.56 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
128,210
Previous 137,499 6.76%
Holding current value
$8.56 Million
Previous $8.04 Million 2.34%
% of portfolio
1.25%
Previous 1.33%

Shares

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

May 14, 2024

SELL
$57.38 - $64.15 $533,002 - $595,889
-9,289 Reduced 6.76%
128,210 $8.22 Million
Q4 2023

Feb 14, 2024

SELL
$50.31 - $58.65 $350,861 - $409,025
-6,974 Reduced 4.83%
137,499 $8.04 Million
Q3 2023

Nov 14, 2023

SELL
$52.22 - $56.31 $372,955 - $402,166
-7,142 Reduced 4.71%
144,473 $7.58 Million
Q2 2023

Aug 14, 2023

SELL
$49.75 - $54.44 $1.89 Million - $2.07 Million
-37,944 Reduced 20.02%
151,615 $8.25 Million
Q1 2023

May 11, 2023

BUY
$46.97 - $51.65 $8.9 Million - $9.79 Million
189,559 New
189,559 $9.56 Million

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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