Perigon Wealth Management, LLC Consumer Staples Sector Spdr Transaction History

Perigon Wealth Management, LLC

  • $4.72 Billion
  • Q3 2025

A detailed history of Perigon Wealth Management, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 8,064 shares of XLP stock, worth $613,186. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,064
Previous 8,482 4.93%
Holding current value
$613,186
Previous $644,000 4.81%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
SELL
N/A
-418 Reduced 4.93%
8,064 $613,000
Q2 2025

Jul 15, 2025
SELL
N/A
-631 Reduced 6.92%
8,482 $644,000
Q1 2025

Apr 23, 2025
SELL
N/A
-277 Reduced 2.95%
9,113 $692,000
Q4 2024

Jan 22, 2025
SELL
N/A
-8,872 Reduced 48.58%
9,390 $714,000
Q3 2024

Oct 16, 2024
BUY
$76.04 - $76.04 $678,124 - $678,124
8,918 Added 95.44%
18,262 $1.39 Million
Q2 2024

Aug 02, 2024
BUY
$73.08 - $78.4 $37,343 - $40,062
511 Added 5.79%
9,344 $715,000
Q1 2024

Apr 29, 2024
BUY
$71.59 - $76.36 $20,331 - $21,686
284 Added 3.32%
8,833 $674,000
Q4 2023

Jan 29, 2024
BUY
$66.22 - $72.3 $104,561 - $114,161
1,579 Added 22.65%
8,549 $615,000
Q3 2023

Oct 30, 2023
SELL
$68.8 - $76.1 $120,124 - $132,870
-1,746 Reduced 20.03%
6,970 $479,000
Q2 2023

Aug 02, 2023
SELL
$72.59 - $77.5 $37,601 - $40,145
-518 Reduced 5.61%
8,716 $646,000
Q1 2023

May 03, 2023
SELL
$71.11 - $75.78 $107,660 - $114,730
-1,514 Reduced 14.09%
9,234 $689,000
Q4 2022

May 01, 2023
BUY
$71.53 - $77.19 $768,804 - $829,638
10,748 New
10,748 $801,000
Q3 2021

Oct 25, 2021
BUY
N/A
4,843 New
4,843 $333,000
Q1 2021

May 17, 2021
SELL
N/A
-2,030 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
N/A
2,030 New
2,030 $137,000

Others Institutions Holding XLP

# of Institutions
1,389
Shares Held
180M
Call Options Held
7.22M
Put Options Held
11.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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