Spdr S&p 500 Etf shares owned by Perennial Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Perennial Advisors
from 13F filings
Historical chart of Perennial Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Perennial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $5.4M | 9.9k | 544.23 |
| 2024-03-31 | $4.9M | 9.5k | 523.09 |
| 2023-12-31 | $11M | 23k | 475.31 |
| 2023-09-30 | $8.3M | 20k | 427.49 |
| 2023-06-30 | $8.1M | 18k | 443.30 |
| 2023-03-31 | $2.6M | 6.5k | 409.40 |
| 2022-12-31 | $2.7M | 7.0k | 382.46 |
| 2022-09-30 | $2.6M | 7.3k | 357.10 |
| 2022-06-30 | $4.6M | 12k | 377.24 |
| 2022-03-31 | $3.3M | 7.4k | 451.62 |
| 2021-12-31 | $3.3M | 6.9k | 475.01 |
| 2021-09-30 | $2.9M | 6.7k | 429.11 |
| 2021-06-30 | $2.9M | 6.7k | 428.08 |
| 2021-03-31 | $2.8M | 7.0k | 396.29 |
| 2020-12-31 | $2.5M | 6.7k | 373.84 |
| 2020-09-30 | $2.4M | 7.3k | 334.85 |
| 2020-06-30 | $2.4M | 7.9k | 308.30 |
| 2020-03-31 | $1.7M | 6.8k | 257.69 |
| 2019-12-31 | $3.0M | 9.3k | 321.90 |
| 2019-09-30 | $2.9M | 9.6k | 296.83 |
| 2019-06-30 | $3.2M | 11k | 292.99 |
| 2019-03-31 | $3.2M | 11k | 282.52 |
| 2018-12-31 | $2.7M | 11k | 249.93 |
| 2018-09-30 | $3.4M | 12k | 290.68 |
| 2018-06-30 | $4.0M | 15k | 271.28 |
| 2018-03-31 | $3.2M | 12k | 263.15 |
| 2017-12-31 | $3.3M | 13k | 266.89 |
| 2017-09-30 | $3.1M | 13k | 251.22 |
| 2017-06-30 | $3.1M | 13k | 241.81 |
| 2017-03-31 | $3.0M | 13k | 235.77 |
| 2016-12-31 | $3.0M | 14k | 223.53 |