Mc Naughton Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Mc Naughton Wealth Management, LLC

$207 Million
Q4 2024

A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 95,762 shares of LGLV stock, worth $16.4 Million. This represents 7.63% of its overall portfolio holdings.

Number of Shares

95,762

Previous 94,985 0.82%

Holding current value

$16.4 Million

Previous $16.1 Million 1.58%

% of portfolio

7.63%

Previous 7.83%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$164.89 - $177.66 $128,119 - $138,041	777 Added 0.82%	95,762 $15.8 Million
Q3 2024 Oct 04, 2024	BUY	$151.63 - $169.74 $262,016 - $293,310	1,728 Added 1.85%	94,985 $16.1 Million
Q2 2024 Jul 12, 2024	BUY	$147.68 - $155.59 $629,855 - $663,591	4,265 Added 4.79%	93,257 $14.2 Million
Q1 2024 Apr 12, 2024	BUY	$144.21 - $155.74 $327,645 - $353,841	2,272 Added 2.62%	88,992 $13.9 Million
Q4 2023 Jan 10, 2024	BUY	$130.07 - $145.59 $844,934 - $945,752	6,496 Added 8.1%	86,720 $12.6 Million
Q3 2023 Oct 05, 2023	BUY	$133.53 - $143.85 $6.18 Million - $6.65 Million	46,259 Added 136.2%	80,224 $10.7 Million
Q2 2023 Aug 08, 2023	BUY	$133.6 - $140.61 $4.17 Million - $4.39 Million	31,248 Added 1150.09%	33,965 $4.78 Million
Q1 2023 Apr 12, 2023	BUY	$130.44 - $140.63 $7,695 - $8,297	59 Added 2.22%	2,717 $371,000
Q4 2022 Jan 31, 2023	BUY	$122.6 - $141.03 $110,585 - $127,209	902 Added 51.37%	2,658 $360,000
Q3 2022 Oct 12, 2022	BUY	$123.39 - $143.89 $22,950 - $26,763	186 Added 11.85%	1,756 $217,000
Q2 2022 Jul 11, 2022	BUY	$124.76 - $146.81 $2,744 - $3,229	22 Added 1.42%	1,570 $206,000
Q2 2021 Aug 09, 2021	BUY	$126.3 - $135.02 $195,512 - $209,010	1,548 New	1,548 $206,000

Others Institutions Holding LGLV

# of Institutions

158

Shares Held

3.58M

Call Options Held

Put Options Held

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About SPDR SSGA US LARGE CAP LOW VOL

Ticker LGLV
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Mc Naughton Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History