PIA
Perennial Investment Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Sell |
59,892
-29,329
| -33% | -$2.2M | 0.43% | 49 |
|
|
2025
Q1 | $6.07M | Sell |
89,221
-55,842
| -38% | -$3.8M | 0.68% | 32 |
|
|
2024
Q4 | $10.4M | Buy |
145,063
+14,510
| +11% | +$1.04M | 1.22% | 18 |
|
|
2024
Q3 | $9.15M | Buy |
130,553
+8,340
| +7% | +$584K | 1.18% | 16 |
|
|
2024
Q2 | $8.11M | Sell |
122,213
-5,997
| -5% | -$398K | 1.16% | 19 |
|
|
2024
Q1 | $8.23M | Sell |
128,210
-9,289
| -7% | -$596K | 1.25% | 17 |
|
|
2023
Q4 | $8.04M | Sell |
137,499
-6,974
| -5% | -$408K | 1.33% | 15 |
|
|
2023
Q3 | $7.58M | Sell |
144,473
-7,142
| -5% | -$375K | 1.37% | 13 |
|
|
2023
Q2 | $8.25M | Sell |
151,615
-37,944
| -20% | -$2.07M | 1.45% | 12 |
|
|
2023
Q1 | $9.56M | Buy |
+189,559
| New | +$9.56M | 1.78% | 9 |
|