Perennial Investment Advisors, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History

Perennial Investment Advisors, LLC

$826 Million
Q4 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 9,457 shares of SPBO stock, worth $276,617. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,457

Previous 10,202 7.3%

Holding current value

$276,617

Previous $306,000 11.76%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$28.56 - $30.02 $21,277 - $22,364	-745 Reduced 7.3%	9,457 $270,000
Q3 2024 Nov 14, 2024	SELL	$28.45 - $30.18 $34,566 - $36,668	-1,215 Reduced 10.64%	10,202 $306,000
Q2 2024 Aug 09, 2024	SELL	$28.13 - $28.99 $65,233 - $67,227	-2,319 Reduced 16.88%	11,417 $327,000
Q1 2024 May 14, 2024	BUY	$28.68 - $29.47 $27,590 - $28,350	962 Added 7.53%	13,736 $399,000
Q4 2023 Feb 14, 2024	SELL	$26.77 - $29.6 $2.74 Million - $3.03 Million	-102,232 Reduced 88.89%	12,774 $375,000
Q3 2023 Nov 14, 2023	SELL	$27.56 - $28.96 $82,900 - $87,111	-3,008 Reduced 2.55%	115,006 $3.17 Million
Q2 2023 Aug 14, 2023	BUY	$28.44 - $29.46 $10,665 - $11,047	375 Added 0.32%	118,014 $3.41 Million
Q1 2023 May 11, 2023	BUY	$28.24 - $29.83 $3.32 Million - $3.51 Million	117,639 New	117,639 $3.44 Million

Others Institutions Holding SPBO

# of Institutions

162

Shares Held

52.1M

Call Options Held

20.1K

Put Options Held

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
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Perennial Investment Advisors, LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History