Perennial Advisors, LLC SPY Holdings History
Perennial Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Perennial Advisors, LLC held 12,144.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $7.50 Mil. This investment constitutes 1.39% of their stock portfolio, and Perennial Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Perennial Advisors, LLC has made 14 purchases of SPY, at an average price of $372.87, for a total of 41,429.00 shares. In addition, there have been 14 sales at an average price of $411.46 for 29,285.00 shares. Based on historical transaction data and SPY's current price of $634.21, Perennial Advisors, LLC's estimated gain on his SPY holdings is $4.30 Mil, reflecting a 27.86% gain to date.
Perennial Advisors, LLC SPY ($634.21) Holding Chart
Perennial Advisors, LLC SPY ($634.21) 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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