Mc Naughton Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Mc Naughton Wealth Management, LLC
- $217 Million
- Q2 2025
A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 38,902 shares of SPDW stock, worth $1.6 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
38,902
Previous 38,654
0.64%
Holding current value
$1.6 Million
Previous $1.42 Million
10.99%
% of portfolio
0.73%
Previous 0.71%
Shares
23 transactions
Others Institutions Holding SPDW
# of Institutions
1,107Shares Held
558MCall Options Held
3.1KPut Options Held
441-
Creative Planning Overland Park, KS86.6MShares$3.57 Billion2.98% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA65.2MShares$2.69 Billion5.11% of portfolio
-
Allworth Financial LP31.6MShares$1.3 Billion6.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC30.7MShares$1.27 Billion0.45% of portfolio
-
Cwm, LLC14.2MShares$585 Million2.02% of portfolio