Perigon Wealth Management, LLC Spdr Portfolio Transaction History

Perigon Wealth Management, LLC

$4.72 Billion
Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 19,505 shares of SPYG stock, worth $2.04 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

19,505

Previous 19,719 1.09%

Holding current value

$2.04 Million

Previous $1.88 Million 8.46%

% of portfolio

0.04%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$94.33 - $105.31 $20,186 - $22,536	-214 Reduced 1.09%	19,505 $2.04 Million
Q2 2025 Jul 15, 2025	BUY	$71.83 - $95.32 $201,267 - $267,086	2,802 Added 16.56%	19,719 $1.88 Million
Q1 2025 Apr 23, 2025	SELL	$80.05 - $92.39 $34,261 - $39,542	-428 Reduced 2.47%	16,917 $1.36 Million
Q4 2024 Jan 22, 2025	BUY	$81.74 - $91.38 $65,391 - $73,104	800 Added 4.84%	17,345 $1.52 Million
Q3 2024 Oct 16, 2024	SELL	$73.38 - $84.1 $20,106 - $23,043	-274 Reduced 1.63%	16,545 $1.37 Million

Q2 2024 Aug 02, 2024	SELL	$68.71 - $80.95 $32,912 - $38,775	-479 Reduced 2.77%	16,819 $1.35 Million
Q1 2024 Apr 29, 2024	BUY	$63.12 - $73.73 $1.09 Million - $1.28 Million	17,298 New	17,298 $1.27 Million
Q3 2023 Oct 30, 2023	BUY	$58.97 - $62.89 $224,970 - $239,925	3,815 New	3,815 $226,000

Others Institutions Holding SPYG

# of Institutions

1,389

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Perigon Wealth Management, LLC Spdr Portfolio Transaction History