Mc Naughton Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History
Mc Naughton Wealth Management, LLC
- $227 Million
- Q3 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 10,754 shares of SDY stock, worth $1.49 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
10,754
Previous 10,843
0.82%
Holding current value
$1.49 Million
Previous $1.47 Million
2.38%
% of portfolio
0.66%
Previous 0.68%
Shares
21 transactions
Others Institutions Holding SDY
# of Institutions
1,355Shares Held
70.6MCall Options Held
59.5KPut Options Held
29.7K-
Bank Of America Corp Charlotte, NC7.36MShares$1.02 Billion0.07% of portfolio
-
Morgan Stanley New York, NY4.74MShares$656 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.12MShares$431 Million0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.03MShares$419 Million0.13% of portfolio
-
Joel Isaacson & Co., LLC2.67MShares$369 Million13.96% of portfolio