PWM
SPYM

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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Perigon Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 5.2% in Q1 2026, buying an estimated $265K and bringing the position to 67,610 shares worth $5.17M. The position accounts for 0.09% of the portfolio, ranked #210.

Perigon Wealth Management first reported a position in SPYM in Q3 2019 and has held it in 27 quarters since. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Perigon Wealth Management held 67,610 shares of State Street SPDR Portfolio S&P 500 ETF worth $5.17M as of Q1 2026.
  • Perigon Wealth Management bought 3,314 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $265K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.09% of Perigon Wealth Management's portfolio in Q1 2026, its #210 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 27 quarters since.
  • 1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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