Perigon Wealth Management’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
19,719
+2,802
| +17% | +$267K | 0.04% | 345 |
|
|
2025
Q1 | $1.36M | Sell |
16,917
-428
| -2% | -$34.4K | 0.03% | 383 |
|
|
2024
Q4 | $1.54M | Buy |
17,345
+800
| +5% | +$71K | 0.04% | 349 |
|
|
2024
Q3 | $1.37M | Sell |
16,545
-274
| -2% | -$22.7K | 0.04% | 357 |
|
|
2024
Q2 | $1.35M | Sell |
16,819
-479
| -3% | -$38.4K | 0.04% | 310 |
|
|
2024
Q1 | $1.27M | Buy |
+17,298
| New | +$1.27M | 0.04% | 319 |
|
|
2023
Q4 | – | Sell |
-3,815
| Closed | -$226K | – | 870 |
|
|
2023
Q3 | $226K | Buy |
+3,815
| New | +$226K | 0.01% | 695 |
|