PIA
Perennial Investment Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Buy |
119,465
+5,863
| +5% | +$250K | 0.49% | 41 |
|
|
2025
Q1 | $4.63M | Sell |
113,602
-40,096
| -26% | -$1.63M | 0.52% | 38 |
|
|
2024
Q4 | $6.9M | Sell |
153,698
-3,175
| -2% | -$143K | 0.81% | 30 |
|
|
2024
Q3 | $7.14M | Buy |
156,873
+17,030
| +12% | +$775K | 0.93% | 24 |
|
|
2024
Q2 | $5.81M | Buy |
139,843
+938
| +0.7% | +$39K | 0.83% | 26 |
|
|
2024
Q1 | $5.98M | Buy |
138,905
+77,095
| +125% | +$3.32M | 0.91% | 27 |
|
|
2023
Q4 | $2.61M | Sell |
61,810
-4,906
| -7% | -$207K | 0.43% | 50 |
|
|
2023
Q3 | $2.46M | Buy |
66,716
+286
| +0.4% | +$10.6K | 0.44% | 54 |
|
|
2023
Q2 | $2.58M | Sell |
66,430
-10,872
| -14% | -$422K | 0.45% | 50 |
|
|
2023
Q1 | $2.92M | Buy |
+77,302
| New | +$2.92M | 0.54% | 43 |
|
|
2022
Q1 | – | Sell |
-5,988
| Closed | -$268K | – | 241 |
|
|
2021
Q4 | $268K | Buy |
+5,988
| New | +$268K | 0.08% | 185 |
|