Mc Naughton Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Mc Naughton Wealth Management, LLC

  • $199 Million
  • Q1 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 10,799 shares of SDY stock, worth $1.4 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
10,799
Previous 11,697 7.68%
Holding current value
$1.4 Million
Previous $1.55 Million 6.15%
% of portfolio
0.73%
Previous 0.74%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$128.74 - $138.67 $115,608 - $124,525
-898 Reduced 7.68%
10,799 $1.45 Million
Q4 2024

Jan 13, 2025
SELL
$131.66 - $144.0 $28,833 - $31,536
-219 Reduced 1.84%
11,697 $1.55 Million
Q3 2024

Oct 04, 2024
BUY
$125.95 - $142.04 $97,359 - $109,796
773 Added 6.94%
11,916 $1.69 Million
Q2 2024

Jul 12, 2024
BUY
$124.6 - $132.46 $64,418 - $68,481
517 Added 4.87%
11,143 $1.42 Million
Q1 2024

Apr 12, 2024
SELL
$122.28 - $131.24 $2,812 - $3,018
-23 Reduced 0.22%
10,626 $1.39 Million
Q4 2023

Jan 10, 2024
BUY
$110.2 - $125.58 $28,431 - $32,399
258 Added 2.48%
10,649 $1.33 Million
Q3 2023

Oct 05, 2023
BUY
$115.01 - $127.58 $17,596 - $19,519
153 Added 1.49%
10,391 $1.2 Million
Q1 2023

Apr 12, 2023
SELL
$117.74 - $132.18 $3,414 - $3,833
-29 Reduced 0.28%
10,238 $1.27 Million
Q4 2022

Jan 31, 2023
BUY
$112.65 - $131.57 $50,917 - $59,469
452 Added 4.61%
10,267 $1.28 Million
Q3 2022

Oct 12, 2022
BUY
$111.5 - $132.34 $8,920 - $10,587
80 Added 0.82%
9,815 $1.09 Million
Q2 2022

Jul 11, 2022
BUY
$114.07 - $132.3 $65,818 - $76,337
577 Added 6.3%
9,735 $1.16 Million
Q4 2021

Jan 20, 2022
SELL
$118.81 - $129.12 $12,475 - $13,557
-105 Reduced 1.13%
9,158 $1.2 Million
Q3 2021

Nov 12, 2021
SELL
$117.12 - $125.76 $18,153 - $19,492
-155 Reduced 1.65%
9,263 $1.09 Million
Q2 2021

Aug 09, 2021
SELL
$118.74 - $127.47 $14,723 - $15,806
-124 Reduced 1.3%
9,418 $1.15 Million
Q1 2021

Apr 14, 2021
SELL
$104.47 - $119.79 $6,790 - $7,786
-65 Reduced 0.68%
9,542 $1.13 Million
Q4 2020

Feb 26, 2021
SELL
$91.76 - $107.36 $25,509 - $29,846
-278 Reduced 2.81%
9,607 $1.02 Million
Q3 2020

Oct 19, 2020
BUY
$88.24 - $98.33 $81,269 - $90,561
921 Added 10.27%
9,885 $913,000
Q2 2020

Jul 20, 2020
BUY
$76.15 - $100.68 $402,833 - $532,597
5,290 Added 143.98%
8,964 $818,000
Q1 2020

Apr 17, 2020
BUY
$68.26 - $108.76 $250,787 - $399,584
3,674 New
3,674 $293,000

Others Institutions Holding SDY

# of Institutions
1,326
Shares Held
73.2M
Call Options Held
42.1K
Put Options Held
37.4K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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