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Perigon Wealth Management, LLC → SPY
Perigon Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
8
Latest value
$3.7M
Q3 2026
Peak value
$67.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $60M |
| Q1 2026 | $58.8M |
| Q2 2026 | $67.8M |
| Q2 2026 | $224K |
| Q2 2026 | $1M |
| Q3 2026 | $66.5M |
| Q3 2026 | $2.1M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 4.9K | — | — |
| Q3 2026 | $2.1M | 2.8K | — | — |
| Q3 2026 | $66.5M | 87.2K | — | — |
| Q2 2026 | $1M | 1.4K | — | — |
| Q2 2026 | $224K | 300 | — | — |
| Q2 2026 | $67.8M | 90.7K | — | — |
| Q1 2026 | $58.8M | 90.4K | — | — |
| Q4 2025 | $60M | 87.9K | — | — |
Other funds holding SPY
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$19.6B
$19.4B
$19.3B