Perigon Wealth Management, LLC Spdr Portfolio Short Term Trea Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 37,349 shares of SPTS stock, worth $1.09 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
37,349
Previous 25,850 44.48%
Holding current value
$1.09 Million
Previous $757,000 44.65%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2025
BUY
$29.12 - $29.34 $334,850 - $337,380
11,499 Added 44.48%
37,349 $1.1 Million
Q2 2025

Jul 15, 2025
BUY
$29.07 - $29.38 $200,321 - $202,457
6,891 Added 36.35%
25,850 $757,000
Q1 2025

Apr 23, 2025
BUY
$28.92 - $29.24 $548,294 - $554,361
18,959 New
18,959 $554,000
Q1 2021

May 17, 2021
SELL
$30.64 - $30.7 $21,754 - $21,797
-710 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$30.65 - $30.71 $21,761 - $21,804
710 New
710 $22,000

Others Institutions Holding SPTS

# of Institutions
442
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

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