Perennial Investment Advisors, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 35,005 shares of SDY stock, worth $4.7 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
35,005
Previous 34,513 1.43%
Holding current value
$4.7 Million
Previous $4.9 Million 5.67%
% of portfolio
0.56%
Previous 0.64%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$131.66 - $144.0 $64,776 - $70,848
492 Added 1.43%
35,005 $4.62 Million
Q3 2024

Nov 14, 2024
BUY
$125.95 - $142.04 $153,659 - $173,288
1,220 Added 3.66%
34,513 $4.9 Million
Q2 2024

Aug 09, 2024
BUY
$124.6 - $132.46 $83,108 - $88,350
667 Added 2.04%
33,293 $4.23 Million
Q1 2024

May 14, 2024
BUY
$122.28 - $131.24 $202,373 - $217,202
1,655 Added 5.34%
32,626 $4.28 Million
Q4 2023

Feb 14, 2024
BUY
$110.2 - $125.58 $83,531 - $95,189
758 Added 2.51%
30,971 $3.87 Million
Q3 2023

Nov 14, 2023
BUY
$115.01 - $127.58 $41,288 - $45,801
359 Added 1.2%
30,213 $3.47 Million
Q2 2023

Aug 14, 2023
BUY
$117.3 - $124.97 $38,591 - $41,115
329 Added 1.11%
29,854 $3.66 Million
Q1 2023

May 11, 2023
BUY
$117.74 - $132.18 $327,081 - $367,196
2,778 Added 10.39%
29,525 $3.65 Million
Q4 2022

Feb 09, 2023
BUY
$112.65 - $131.57 $749,911 - $875,861
6,657 Added 33.14%
26,747 $3.35 Million
Q3 2022

Nov 09, 2022
BUY
$111.5 - $132.34 $1.62 Million - $1.92 Million
14,510 Added 260.04%
20,090 $2.24 Million
Q2 2022

Aug 10, 2022
BUY
$114.07 - $132.3 $366,963 - $425,609
3,217 Added 136.14%
5,580 $662,000
Q1 2022

May 09, 2022
BUY
$121.65 - $130.75 $9,975 - $10,721
82 Added 3.59%
2,363 $306,000
Q4 2021

Feb 14, 2022
BUY
$118.81 - $129.12 $271,005 - $294,522
2,281 New
2,281 $297,000
Q2 2020

Jul 16, 2020
SELL
$76.15 - $100.68 $372,525 - $492,526
-4,892 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$68.26 - $108.76 $226,281 - $360,539
-3,315 Reduced 40.39%
4,892 $391,000
Q4 2019

Feb 07, 2020
BUY
$98.73 - $107.77 $810,277 - $884,468
8,207 New
8,207 $883,000

Others Institutions Holding SDY

# of Institutions
1,319
Shares Held
73.3M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Perennial Investment Advisors, LLC Portfolio

Follow Perennial Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perennial Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perennial Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email