A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 16,545 shares of SPYG stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,545
Previous 16,819 1.63%
Holding current value
$1.45 Million
Previous $1.35 Million 1.86%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR PORTFOLIO


  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Perigon Wealth Management, LLC Portfolio

Follow Perigon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.