Mc Naughton Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Mc Naughton Wealth Management, LLC

  • $199 Million
  • Q1 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 3,439 shares of SPTM stock, worth $220,061. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,439
Previous 3,609 4.71%
Holding current value
$220,061
Previous $257,000 9.73%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Apr 09, 2025
SELL
$67.03 - $74.61 $11,395 - $12,683
-170 Reduced 4.71%
3,439 $232,000
Q2 2024

Jul 12, 2024
SELL
$60.69 - $66.83 $5,097 - $5,613
-84 Reduced 2.27%
3,609 $239,000
Q1 2024

Apr 12, 2024
SELL
$57.38 - $64.15 $8,147 - $9,109
-142 Reduced 3.7%
3,693 $236,000
Q4 2023

Jan 10, 2024
SELL
$50.31 - $58.65 $9,508 - $11,084
-189 Reduced 4.7%
3,835 $224,000
Q3 2023

Oct 05, 2023
SELL
$52.22 - $56.31 $305,956 - $329,920
-5,859 Reduced 59.28%
4,024 $211,000
Q2 2023

Aug 08, 2023
SELL
$49.75 - $54.44 $99,599 - $108,988
-2,002 Reduced 16.84%
9,883 $538,000
Q1 2023

Apr 12, 2023
SELL
$46.97 - $51.65 $93,893 - $103,248
-1,999 Reduced 14.4%
11,885 $599,000
Q4 2022

Jan 31, 2023
SELL
$44.09 - $50.41 $27,732 - $31,707
-629 Reduced 4.33%
13,884 $656,000
Q3 2022

Oct 12, 2022
SELL
$44.11 - $53.04 $1.22 Million - $1.47 Million
-27,760 Reduced 65.67%
14,513 $640,000
Q2 2022

Jul 11, 2022
SELL
$45.19 - $56.15 $493,836 - $613,607
-10,928 Reduced 20.54%
42,273 $1.97 Million
Q1 2022

Apr 08, 2022
SELL
$51.36 - $58.82 $217,663 - $249,279
-4,238 Reduced 7.38%
53,201 $2.96 Million
Q4 2021

Jan 20, 2022
BUY
$52.99 - $58.74 $12,611 - $13,980
238 Added 0.42%
57,439 $3.3 Million
Q3 2021

Nov 12, 2021
SELL
$52.32 - $55.93 $2,459 - $2,628
-47 Reduced 0.08%
57,201 $3.03 Million
Q2 2021

Aug 09, 2021
BUY
$49.77 - $52.97 $61,515 - $65,470
1,236 Added 2.21%
57,248 $3.03 Million
Q1 2021

Apr 14, 2021
SELL
$45.48 - $49.44 $19,374 - $21,061
-426 Reduced 0.75%
56,012 $2.76 Million
Q4 2020

Feb 26, 2021
BUY
$39.96 - $46.09 $9,070 - $10,462
227 Added 0.4%
56,438 $2.6 Million
Q3 2020

Oct 19, 2020
BUY
$37.97 - $43.65 $33,679 - $38,717
887 Added 1.6%
56,211 $2.3 Million
Q2 2020

Jul 20, 2020
BUY
$29.99 - $39.74 $148,510 - $196,792
4,952 Added 9.83%
55,324 $2.09 Million
Q1 2020

Apr 17, 2020
BUY
$27.12 - $41.81 $600,138 - $925,213
22,129 Added 78.35%
50,372 $1.58 Million
Q4 2019

Feb 14, 2020
BUY
$35.63 - $39.97 $1.01 Million - $1.13 Million
28,243 New
28,243 $1.12 Million

Others Institutions Holding SPTM

# of Institutions
688
Shares Held
93.1M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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