Perigon Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.76M	Buy	14,833 +23	+0.2%	+$2.63K	0.03%	439
2026 Q1	$1.45M	Sell	14,810 -4,823	-25%	-$502K	0.03%	440
2025 Q4	$2.09M	Buy	19,633 +128	+0.7%	+$13.6K	0.04%	362
2025 Q3	$2.04M	Sell	19,505 -214	-1%	-$21.3K	0.04%	352
2025 Q2	$1.88M	Buy	19,719 +2,802	+17%	+$240K	0.04%	345
2025 Q1	$1.36M	Sell	16,917 -428	-2%	-$37.4K	0.03%	383
2024 Q4	$1.54M	Buy	17,345 +800	+5%	+$69.1K	0.04%	349
2024 Q3	$1.37M	Sell	16,545 -274	-2%	-$21.9K	0.04%	361
2024 Q2	$1.35M	Sell	16,819 -479	-3%	-$35.8K	0.04%	310
2024 Q1	$1.27M	Buy	+17,298	New	+$1.2M	0.04%	319
2023 Q4	–	Sell	-3,815	Closed	-$226K	–	876
2023 Q3	$226K	Buy	+3,815	New	+$234K	0.01%	695

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perigon Wealth Management's SPYG Position: Q2 2026 in Review

Perigon Wealth Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.16% in Q2 2026, buying an estimated $2.63K and bringing the position to 14,833 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #439.

Perigon Wealth Management first reported a position in SPYG in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.09M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Perigon Wealth Management held 14,833 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.76M as of Q2 2026.
Perigon Wealth Management bought 23 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $2.63K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #439 holding.
Perigon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
Perigon Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.09M in Q4 2025.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.