Perennial Advisors, LLC SPLG Holdings History
Perennial Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Perennial Advisors, LLC held 43,408.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $3.16 Mil. This investment constitutes 0.59% of their stock portfolio, and Perennial Advisors, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2024Q4. And since then Perennial Advisors, LLC has made 2 purchases of SPLG, at an average price of $68.31, for a total of 50,045.00 shares. In addition, there have been 1 sales at an average price of $69.16 for 6,637.00 shares. Based on historical transaction data and SPLG's current price of $74.59, Perennial Advisors, LLC's estimated gain on his SPLG holdings is $278,435.14, reflecting a 8.15% gain to date.
Perennial Advisors, LLC SPLG ($74.59) Holding Chart
Perennial Advisors, LLC SPLG ($74.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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