Perennial Investment Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

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 59,892 shares of SPTM stock, worth $4.88 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
59,892
Previous 89,221 32.87%
Holding current value
$4.88 Million
Previous $6.07 Million 26.08%
% of portfolio
0.45%
Previous 0.7%

Shares

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

Aug 11, 2025
SELL
$60.34 - $74.89 $1.77 Million - $2.2 Million
-29,329 Reduced 32.87%
59,892 $4.49 Million
Q1 2025

May 15, 2025
SELL
$67.03 - $74.61 $3.74 Million - $4.17 Million
-55,842 Reduced 38.49%
89,221 $6.07 Million
Q4 2024

Feb 12, 2025
BUY
$69.3 - $74.3 $1.01 Million - $1.08 Million
14,510 Added 11.11%
145,063 $10.4 Million
Q3 2024

Nov 14, 2024
BUY
$63.28 - $70.06 $527,755 - $584,300
8,340 Added 6.82%
130,553 $9.15 Million
Q2 2024

Aug 09, 2024
SELL
$60.69 - $66.83 $363,957 - $400,779
-5,997 Reduced 4.68%
122,213 $8.11 Million
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

# of Institutions
724
Shares Held
94.8M
Call Options Held
24.2K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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