Mc Naughton Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History

Mc Naughton Wealth Management, LLC

$207 Million
Q4 2024

A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 136,168 shares of SPHY stock, worth $3.24 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

136,168

Previous 134,405 1.31%

Holding current value

$3.24 Million

Previous $3.23 Million 1.14%

% of portfolio

1.54%

Previous 1.57%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$23.29 - $23.93 $41,060 - $42,188	1,763 Added 1.31%	136,168 $3.2 Million
Q3 2024 Oct 04, 2024	BUY	$23.04 - $24.06 $84,787 - $88,540	3,680 Added 2.82%	134,405 $3.23 Million
Q2 2024 Jul 12, 2024	BUY	$22.82 - $23.32 $234,384 - $239,519	10,271 Added 8.53%	130,725 $3.04 Million
Q1 2024 Apr 12, 2024	BUY	$23.14 - $23.52 $117,435 - $119,364	5,075 Added 4.4%	120,454 $2.83 Million
Q4 2023 Jan 10, 2024	BUY	$21.84 - $23.52 $122,893 - $132,347	5,627 Added 5.13%	115,379 $2.7 Million
Q3 2023 Oct 05, 2023	BUY	$22.36 - $23.02 $1.36 Million - $1.4 Million	60,805 Added 124.23%	109,752 $2.46 Million
Q2 2023 Aug 08, 2023	BUY	$22.39 - $22.94 $1.1 Million - $1.12 Million	48,947 New	48,947 $1.12 Million

Others Institutions Holding SPHY

# of Institutions

447

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
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Mc Naughton Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig Transaction History