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

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

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 193,679 shares of SPHY stock, worth $4.58 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
193,679
Previous 130,967 47.88%
Holding current value
$4.58 Million
Previous $3.15 Million 44.33%
% of portfolio
0.11%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
449
Shares Held
188M
Call Options Held
0
Put Options Held
0
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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