Perigon Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History

Perigon Wealth Management, LLC

$3.82 Billion
Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 132,498 shares of SPIB stock, worth $4.43 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

132,498

Previous 129,658 2.19%

Holding current value

$4.43 Million

Previous $4.25 Million 3.7%

% of portfolio

0.12%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$32.5 - $33.3 $92,300 - $94,571	2,840 Added 2.19%	132,498 $4.4 Million
Q4 2024 Jan 22, 2025	BUY	$32.65 - $33.68 $93,672 - $96,627	2,869 Added 2.26%	129,658 $4.25 Million
Q3 2024 Oct 16, 2024	SELL	$32.36 - $33.78 $89,572 - $93,503	-2,768 Reduced 2.14%	126,789 $4.27 Million
Q2 2024 Aug 02, 2024	SELL	$32.02 - $32.68 $9,990 - $10,196	-312 Reduced 0.24%	129,557 $4.22 Million
Q1 2024 Apr 29, 2024	BUY	$32.38 - $32.91 $4.21 Million - $4.27 Million	129,869 New	129,869 $4.25 Million
Q1 2021 May 17, 2021	SELL	$36.13 - $37.14 $39,995 - $41,113	-1,107 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$36.68 - $37.18 $40,604 - $41,158	1,107 New	1,107 $41,000

Others Institutions Holding SPIB

# of Institutions

624

Shares Held

248M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
Sector ETFs
Industry ETFs

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Perigon Wealth Management, LLC Spdr Portfolio Intermediate Te Transaction History