Perennial Investment Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Perennial Investment Advisors, LLC

  • $698 Million
  • Q2 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 5,321 shares of SPYD stock, worth $240,402. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,321
Previous 5,140 3.52%
Holding current value
$240,402
Previous $209,000 2.39%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$38.1 - $41.42 $6,896 - $7,497
181 Added 3.52%
5,321 $214,000
Q1 2024

May 14, 2024
SELL
$37.72 - $40.71 $23,084 - $24,914
-612 Reduced 10.64%
5,140 $209,000
Q4 2023

Feb 14, 2024
SELL
$33.0 - $39.88 $344,355 - $416,147
-10,435 Reduced 64.47%
5,752 $225,000
Q3 2023

Nov 14, 2023
BUY
$34.75 - $38.84 $799 - $893
23 Added 0.14%
16,187 $567,000
Q2 2023

Aug 14, 2023
BUY
$35.13 - $38.46 $61,372 - $67,189
1,747 Added 12.12%
16,164 $599,000
Q1 2023

May 11, 2023
BUY
$35.58 - $43.09 $512,956 - $621,228
14,417 New
14,417 $547,000

Others Institutions Holding SPYD

# of Institutions
448
Shares Held
46.7M
Call Options Held
35.2K
Put Options Held
19.4K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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