Perennial Investment Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Buy |
|
|||||
|
2025
Q1 | $15.1M | Buy |
|
|||||
|
2024
Q4 | $13.8M | Buy |
|
|||||
|
2024
Q3 | $12.5M | Buy |
|
|||||
|
2024
Q2 | $11.1M | Buy |
|
|||||
|
2024
Q1 | $9.25M | Buy |
|
|||||
|
2023
Q4 | $8.39M | Buy |
|
|||||
|
2023
Q3 | $7.01M | Buy |
|
|||||
|
2023
Q2 | $6.98M | Buy |
|
|||||
|
2023
Q1 | $5.86M | Buy |
|
|||||
|
2022
Q4 | $5.36M | Buy |
|
|||||
|
2022
Q3 | $4.02M | Sell |
|
|||||
|
2022
Q2 | $5.07M | Buy |
|
|||||
|
2022
Q1 | $5.53M | Buy |
|
|||||
|
2021
Q4 | $2.28M | Buy |
|
|||||
|
2021
Q3 | $1.35M | Buy |
|
|||||
|
2021
Q2 | $1.32M | Sell |
|
|||||
|
2021
Q1 | $1.31M | Sell |
|
|||||
|
2020
Q4 | $1.32M | Buy |
|
|||||
|
2020
Q3 | $1.16M | Buy |
|
|||||
|
2020
Q2 | $1.06M | Sell |
|
|||||
|
2020
Q1 | $1.75M | Buy |
|
|||||
|
2019
Q4 | $1.06M | Buy |
|