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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Perigon Wealth Management's SPYG Position: Q1 2026 in Review

Perigon Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 25% in Q1 2026, selling an estimated $502K and leaving 14,810 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #440.

Perigon Wealth Management first reported a position in SPYG in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.09M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Perigon Wealth Management held 14,810 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1.45M as of Q1 2026.
  • Perigon Wealth Management sold 4,823 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $502K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #440 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 10 quarters since.
  • Perigon Wealth Management's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $2.09M in Q4 2025.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.