Perigon Wealth Management LLC Purchases 755 Shares of SPDR S&P 500 ETF Trust (SPY)

Perigon Wealth Management LLC boosted its position in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 1.5% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 49,621 shares of the company’s stock after buying an additional 755 shares during the quarter. SPDR S&P 500 ETF Trust accounts for approximately 4.0% of Perigon Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Perigon Wealth Management LLC’s holdings in SPDR S&P 500 ETF Trust were worth $13,523,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the stock. LifePlan Financial Group Inc lifted its holdings in shares of SPDR S&P 500 ETF Trust by 48.6% during the second quarter. LifePlan Financial Group Inc now owns 575 shares of the company’s stock valued at $156,000 after purchasing an additional 188 shares during the last quarter. WP Advisors LLC purchased a new stake in shares of SPDR S&P 500 ETF Trust during the second quarter valued at $165,000. AllSquare Wealth Management LLC lifted its holdings in shares of SPDR S&P 500 ETF Trust by 182.8% during the first quarter. AllSquare Wealth Management LLC now owns 642 shares of the company’s stock valued at $169,000 after purchasing an additional 415 shares during the last quarter. FC Advisory LLC purchased a new stake in shares of SPDR S&P 500 ETF Trust during the second quarter valued at $201,000. Finally, Community Trust & Investment Co. purchased a new stake in shares of SPDR S&P 500 ETF Trust during the second quarter valued at $212,000.

Shares of NYSEARCA SPY opened at $290.83 on Friday. SPDR S&P 500 ETF Trust has a 12 month low of $248.08 and a 12 month high of $291.74.

SPDR S&P 500 ETF Trust Company Profile

SPDR S&P 500 ETF Trust (the Trust) is a unit investment trust. The Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500 Index (the Index). The Trust seeks to achieve this investment objective by holding a portfolio of the common stocks that are included in the Index (the Portfolio), with the weight of each stock in the Portfolio substantially corresponding to the weight of such stock in the Index.

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Institutional Ownership by Quarter for SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

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