Perennial Advisors, LLC SPTS Holdings History
Perennial Advisors, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-06-30, Perennial Advisors, LLC held 30,000.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $878,700.00. This investment constitutes 0.16% of their stock portfolio, and Perennial Advisors, LLC now holds 0.02% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2025Q2. And since then Perennial Advisors, LLC has made 1 purchases of SPTS, at an average price of $29.19, for a total of 30,000.00 shares. Based on historical transaction data and SPTS's current price of $29.18, Perennial Advisors, LLC's estimated gain on his SPTS holdings is $-300.00, reflecting a -0.03% gain to date.
Perennial Advisors, LLC SPTS ($29.18) Holding Chart
Perennial Advisors, LLC SPTS ($29.18) 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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