Perigon Wealth Management, LLC Spdr Portfolio Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 17,345 shares of SPYG stock, worth $1.58 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
17,345
Previous 16,545 4.84%
Holding current value
$1.58 Million
Previous $1.37 Million 11.08%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,173
Shares Held
296M
Call Options Held
856K
Put Options Held
207K
View Full List

About SPDR PORTFOLIO

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