Perigon Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Perigon Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.95M	Buy
2025 Q2	$1.78M	Sell
2025 Q1	$1.76M	Sell
2024 Q4	$2.01M	Buy
2024 Q3	$1.69M	Buy
2024 Q2	$1.54M	Buy
2021 Q1	–	Sell
2020 Q4	$113K	Buy
2020 Q1	–	Sell
2019 Q4	$282K	Sell
2019 Q3	$261K	Buy