SPFF β€” GLOBAL X FDS

Ownership history in Perigon Wealth Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported GLOBAL X FDS (SPFF) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q2. The latest visible filing shows SPFF at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPFF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPFF was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Perigon Wealth Management, LLC held SPFF β€” position size vs. price
% of Fund (quarterly)    SPFF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 116,351 -1,676 -1.4% 0.02% $1.1M 2026-02-14 (Est.) $9.28
2025 Q3 ADDED 118,027 +4,481 +3.9% 0.02% $1.1M 2025-10-17 $8.90
2025 Q2 REDUCED 113,546 -1,228 -1.1% 0.02% $1.0M 2025-07-16 $8.69
2025 Q1 ADDED 114,774 +1,271 +1.1% 0.03% $1.0M 2025-04-23 $8.08
2024 Q4 ADDED 113,503 +1,883 +1.7% 0.03% $1.1M 2025-01-22 $8.75
2024 Q3 ADDED 111,620 +3,075 +2.8% 0.03% $1.1M 2024-10-16 $8.94
2024 Q2 INITIATED 108,545 β€” β€” 0.03% $1000K 2024-08-02 $8.26

FAQ About Perigon Wealth Management, LLC and SPFF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Perigon Wealth Management, LLC reported owning SPFF?

Perigon Wealth Management, LLC reported SPFF across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SPFF position in Perigon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SPFF was 0.03% in 2024 Q2.

What is the latest reported SPFF position on this page?

The most recent filing on this page is 2025 Q4, when Perigon Wealth Management, LLC reported 116,351 shares, equal to 0.02% of portfolio, with an estimated market value of $1.1M.

What does the chart on this SPFF ownership page compare?

The chart compares Perigon Wealth Management, LLC's quarterly SPFF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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