Perennial Advisors, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Perennial Advisors, LLC

  • $580 Million
  • Q4 2025

A detailed history of Perennial Advisors, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Perennial Advisors, LLC holds 5,355 shares of SPGM stock, worth $406,926. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,355
Previous 5,100 5.0%
Holding current value
$406,926
Previous $381,000 6.56%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$73.54 - $77.36 $18,752 - $19,726
255 Added 5.0%
5,355 $406,000
Q3 2025

Oct 14, 2025
BUY
$68.95 - $75.02 $103,425 - $112,530
1,500 Added 41.67%
5,100 $381,000
Q2 2025

Jul 15, 2025
BUY
$55.5 - $69.0 $199,800 - $248,400
3,600 New
3,600 $248,000

Others Institutions Holding SPGM

# of Institutions
162
Shares Held
9.65M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR INDEX SHS FDS S SPDR PORT

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