PIA
Perennial Investment Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.2M | Buy |
536,744
+3,547
| +0.7% | +$338K | 4.94% | 1 |
|
|
2025
Q1 | $42.9M | Buy |
533,197
+38,227
| +8% | +$3.07M | 4.82% | 1 |
|
|
2024
Q4 | $43.5M | Sell |
494,970
-44,231
| -8% | -$3.89M | 5.12% | 1 |
|
|
2024
Q3 | $44.7M | Sell |
539,201
-7,911
| -1% | -$656K | 5.79% | 1 |
|
|
2024
Q2 | $43.8M | Sell |
547,112
-27,847
| -5% | -$2.23M | 6.26% | 1 |
|
|
2024
Q1 | $42.1M | Sell |
574,959
-85,895
| -13% | -$6.28M | 6.38% | 1 |
|
|
2023
Q4 | $43M | Buy |
660,854
+120,415
| +22% | +$7.83M | 7.12% | 1 |
|
|
2023
Q3 | $32M | Sell |
540,439
-9,233
| -2% | -$547K | 5.79% | 2 |
|
|
2023
Q2 | $33.5M | Buy |
549,672
+79,995
| +17% | +$4.88M | 5.9% | 2 |
|
|
2023
Q1 | $26M | Buy |
+469,677
| New | +$26M | 4.83% | 3 |
|