Perigon Wealth Management
SPYM icon

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

Perigon Wealth Management’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.92M Sell
65,953
-1,140
-2% -$102K 0.09% 194
2026
Q2 		$5.9M Sell
67,093
-517
-0.8% -$44.1K 0.09% 204
2026
Q1 		$5.17M Buy
67,610
+3,314
+5% +$265K 0.09% 210
2025
Q4 		$5.16M Sell
64,296
-351
-0.5% -$27.9K 0.09% 202
2025
Q3 		$5.06M Sell
64,647
-40
-0.1% -$3.02K 0.1% 188
2025
Q2 		$4.7M Buy
64,687
+6,269
+11% +$422K 0.11% 175
2025
Q1 		$3.84M Buy
58,418
+6,327
+12% +$438K 0.1% 206
2024
Q4 		$3.63M Buy
52,091
+3,123
+6% +$216K 0.09% 209
2024
Q3 		$3.31M Buy
48,968
+3,384
+7% +$220K 0.09% 213
2024
Q2 		$2.92M Buy
45,584
+1,261
+3% +$77.6K 0.08% 204
2024
Q1 		$2.73M Buy
44,323
+6,064
+16% +$355K 0.08% 214
2023
Q4 		$2.14M Buy
38,259
+1,848
+5% +$96.8K 0.07% 219
2023
Q3 		$1.83M Buy
36,411
+4,646
+15% +$243K 0.07% 216
2023
Q2 		$1.66M Buy
31,765
+1,734
+6% +$85.6K 0.07% 233
2023
Q1 		$1.45M Buy
30,031
+7,275
+32% +$341K 0.08% 219
2022
Q4 		$1.02M Buy
22,756
+6,464
+40% +$292K 0.06% 258
2022
Q3 		$684K Buy
16,292
+4,823
+42% +$225K 0.06% 270
2022
Q2 		$509K Sell
11,469
-32
-0.3% -$1.54K 0.04% 328
2022
Q1 		$611K Buy
11,501
+5,800
+102% +$304K 0.04% 314
2021
Q4 		$318K Sell
5,701
-700
-11% -$37.8K 0.02% 441
2021
Q3 		$323K Sell
6,401
-94
-1% -$4.88K 0.03% 399
2021
Q2 		$327K Sell
6,495
-457
-7% -$22.4K 0.03% 386
2021
Q1 		$324K Sell
6,952
-364
-5% -$16.5K 0.03% 376
2020
Q4 		$322K Sell
7,316
-276
-4% -$11.5K 0.04% 320
2020
Q3 		$299K Sell
7,592
-362
-5% -$14.1K 0.04% 298
2020
Q2 		$288K Sell
7,954
-5,879
-42% -$202K 0.05% 274
2020
Q1 		$452K Sell
13,833
-691
-5% -$24.8K 0.08% 182
2019
Q4 		$552K Buy
14,524
+147
+1% +$5.32K 0.11% 134
2019
Q3 		$504K Buy
+14,377
New +$500K 0.12% 120

Other funds holding SPYM

1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

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

Perigon Wealth Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q3 2026, selling an estimated $102K and leaving 65,953 shares worth $5.92M. The position accounts for 0.09% of the portfolio, ranked #194.

Perigon Wealth Management first reported a position in SPYM in Q3 2019 and has held it in 29 quarters since. 617 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

  • Perigon Wealth Management held 65,953 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.92M as of Q3 2026.
  • Perigon Wealth Management sold 1,140 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $102K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Perigon Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2019 and has held it in 29 quarters since.
  • 617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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