Perennial Investment Advisors, LLC Financial Sector Spdr Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 19,756 shares of XLF stock, worth $846,544. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,756
Previous 18,785 5.17%
Holding current value
$846,544
Previous $706,000 17.85%
% of portfolio
0.13%
Previous 0.12%

Shares

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

May 14, 2024
BUY
$37.27 - $42.12 $36,189 - $40,898
971 Added 5.17%
19,756 $832,000
Q4 2023

Feb 14, 2024
SELL
$31.45 - $37.72 $293,648 - $352,191
-9,337 Reduced 33.2%
18,785 $706,000
Q3 2023

Nov 14, 2023
SELL
$33.17 - $35.6 $285,527 - $306,444
-8,608 Reduced 23.44%
28,122 $932,000
Q2 2023

Aug 14, 2023
SELL
$31.55 - $33.71 $201,068 - $214,833
-6,373 Reduced 14.79%
36,730 $1.24 Million
Q1 2023

May 11, 2023
BUY
$30.98 - $37.0 $406,705 - $485,736
13,128 Added 43.8%
43,103 $1.39 Million
Q4 2022

Feb 09, 2023
SELL
$33.4 - $36.31 $64,295 - $69,896
-1,925 Reduced 6.03%
29,975 $1.03 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-1,916 Reduced 5.67%
31,900 $968,000
Q2 2022

Aug 10, 2022
SELL
N/A
-3,306 Reduced 8.91%
33,816 $1.06 Million
Q1 2022

May 09, 2022
BUY
N/A
11,748 Added 46.3%
37,122 $1.42 Million
Q4 2021

Feb 14, 2022
BUY
N/A
7,337 Added 40.68%
25,374 $995,000
Q3 2021

Nov 12, 2021
BUY
N/A
5,344 Added 42.1%
18,037 $678,000
Q2 2021

Jul 29, 2021
BUY
N/A
12,693 New
12,693 $466,000

Others Institutions Holding XLF

# of Institutions
1,736
Shares Held
702M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

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