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

Perennial Investment Advisors, LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 9,541 shares of SPHY stock, worth $225,072. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,541
Previous 10,688 10.73%
Holding current value
$225,072
Previous $254,000 10.24%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$23.54 - $23.97 $27,000 - $27,493
-1,147 Reduced 10.73%
9,541 $228,000
Q2 2025

Aug 11, 2025
BUY
$22.4 - $23.8 $239,411 - $254,374
10,688 New
10,688 $254,000
Q4 2023

Feb 14, 2024
BUY
$21.84 - $23.52 $10,024 - $10,795
459 Added 4.25%
11,252 $263,000
Q3 2023

Nov 14, 2023
BUY
$22.36 - $23.02 $2,593 - $2,670
116 Added 1.09%
10,793 $241,000
Q2 2023

Aug 14, 2023
BUY
$22.39 - $22.94 $358 - $367
16 Added 0.15%
10,677 $243,000
Q1 2023

May 11, 2023
BUY
$22.29 - $23.4 $237,633 - $249,467
10,661 New
10,661 $244,000

Others Institutions Holding SPHY

# of Institutions
520
Shares Held
280M
Call Options Held
32.1K
Put Options Held
8.9K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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