PIA
Perennial Investment Advisors’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Buy |
40,924
+4,617
| +13% | +$627K | 0.54% | 35 |
|
|
2025
Q1 | $4.93M | Buy |
36,307
+1,302
| +4% | +$177K | 0.55% | 37 |
|
|
2024
Q4 | $4.62M | Buy |
35,005
+492
| +1% | +$65K | 0.54% | 38 |
|
|
2024
Q3 | $4.9M | Buy |
34,513
+1,220
| +4% | +$173K | 0.64% | 35 |
|
|
2024
Q2 | $4.23M | Buy |
33,293
+667
| +2% | +$84.8K | 0.6% | 33 |
|
|
2024
Q1 | $4.28M | Buy |
32,626
+1,655
| +5% | +$217K | 0.65% | 37 |
|
|
2023
Q4 | $3.87M | Buy |
30,971
+758
| +3% | +$94.7K | 0.64% | 39 |
|
|
2023
Q3 | $3.47M | Buy |
30,213
+359
| +1% | +$41.3K | 0.63% | 38 |
|
|
2023
Q2 | $3.66M | Buy |
29,854
+329
| +1% | +$40.3K | 0.64% | 36 |
|
|
2023
Q1 | $3.65M | Buy |
29,525
+2,778
| +10% | +$344K | 0.68% | 37 |
|
|
2022
Q4 | $3.35M | Buy |
26,747
+6,657
| +33% | +$833K | 1.36% | 13 |
|
|
2022
Q3 | $2.24M | Buy |
20,090
+14,510
| +260% | +$1.62M | 1.02% | 27 |
|
|
2022
Q2 | $662K | Buy |
5,580
+3,217
| +136% | +$382K | 0.26% | 77 |
|
|
2022
Q1 | $306K | Buy |
2,363
+82
| +4% | +$10.6K | 0.1% | 164 |
|
|
2021
Q4 | $297K | Buy |
+2,281
| New | +$297K | 0.09% | 174 |
|
|
2020
Q2 | – | Sell |
-4,892
| Closed | -$391K | – | 137 |
|
|
2020
Q1 | $391K | Sell |
4,892
-3,315
| -40% | -$265K | 0.35% | 61 |
|
|
2019
Q4 | $883K | Buy |
+8,207
| New | +$883K | 0.7% | 39 |
|