Perigon Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 163,718 shares of SPHY stock, worth $3.86 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
163,718
Previous 163,054 0.41%
Holding current value
$3.86 Million
Previous $3.88 Million 1.01%
% of portfolio
0.08%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$23.54 - $23.97 $15,630 - $15,916
664 Added 0.41%
163,718 $3.92 Million
Q2 2025

Jul 15, 2025
SELL
$22.4 - $23.8 $980,649 - $1.04 Million
-43,779 Reduced 21.17%
163,054 $3.88 Million
Q1 2025

Apr 23, 2025
BUY
$23.32 - $23.84 $306,751 - $313,591
13,154 Added 6.79%
206,833 $4.84 Million
Q4 2024

Jan 22, 2025
BUY
$23.29 - $23.93 $1.46 Million - $1.5 Million
62,712 Added 47.88%
193,679 $4.55 Million
Q3 2024

Oct 16, 2024
SELL
$23.04 - $24.06 $149,806 - $156,438
-6,502 Reduced 4.73%
130,967 $3.15 Million
Q2 2024

Aug 02, 2024
BUY
$22.82 - $23.32 $163,277 - $166,854
7,155 Added 5.49%
137,469 $3.19 Million
Q1 2024

Apr 29, 2024
BUY
$23.14 - $23.52 $1.37 Million - $1.39 Million
59,072 Added 82.92%
130,314 $3.06 Million
Q4 2023

Jan 29, 2024
BUY
$21.84 - $23.52 $1.56 Million - $1.68 Million
71,242 New
71,242 $1.67 Million

Others Institutions Holding SPHY

# of Institutions
519
Shares Held
280M
Call Options Held
32.1K
Put Options Held
8.9K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
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