Perigon Wealth Management
SPYG icon

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
Q3 		$1.78M Sell
14,454
-379
-3% -$45.5K 0.03% 435
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

Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Cannon Financial Strategists
Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Perigon Wealth Management's SPYG Position: Q3 2026 in Review

Perigon Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.6% in Q3 2026, selling an estimated $45.5K and leaving 14,454 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #435.

Perigon Wealth Management first reported a position in SPYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.09M in Q4 2025. 472 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

  • Perigon Wealth Management held 14,454 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.78M as of Q3 2026.
  • Perigon Wealth Management sold 379 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2026, an estimated $45.5K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #435 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 12 quarters since.
  • Perigon Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.09M in Q4 2025.
  • 472 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.