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

Mc Naughton Wealth Management, LLC

  • $180 Million
  • Q1 2024

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 129,726 shares of SPEM stock, worth $4.99 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
129,726
Previous 125,254 3.57%
Holding current value
$4.99 Million
Previous $4.44 Million 5.84%
% of portfolio
2.6%
Previous 2.63%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024
BUY
$33.69 - $36.47 $150,661 - $163,093
4,472 Added 3.57%
129,726 $4.69 Million
Q4 2023

Jan 10, 2024
BUY
$32.26 - $35.46 $201,173 - $221,128
6,236 Added 5.24%
125,254 $4.44 Million
Q3 2023

Oct 05, 2023
BUY
$33.36 - $36.37 $120,196 - $131,041
3,603 Added 3.12%
119,018 $4 Million
Q2 2023

Aug 08, 2023
SELL
$33.2 - $35.75 $12,483 - $13,442
-376 Reduced 0.32%
115,415 $3.97 Million
Q1 2023

Apr 12, 2023
BUY
$32.49 - $36.44 $82,557 - $92,594
2,541 Added 2.24%
115,791 $3.95 Million
Q4 2022

Jan 31, 2023
BUY
$30.26 - $34.51 $151,542 - $172,826
5,008 Added 4.63%
113,250 $3.73 Million
Q3 2022

Oct 12, 2022
BUY
N/A
9,090 Added 9.17%
108,242 $3.36 Million
Q2 2022

Jul 11, 2022
BUY
N/A
6,910 Added 7.49%
99,152 $3.45 Million
Q1 2022

Apr 08, 2022
BUY
N/A
3,793 Added 4.29%
92,242 $3.56 Million
Q4 2021

Jan 20, 2022
BUY
N/A
4,631 Added 5.53%
88,449 $3.67 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-935 Reduced 1.1%
83,818 $3.57 Million
Q2 2021

Aug 09, 2021
BUY
N/A
4,835 Added 6.05%
84,753 $3.86 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-2,625 Reduced 3.18%
79,918 $3.5 Million
Q4 2020

Feb 26, 2021
SELL
N/A
-2,359 Reduced 2.78%
82,543 $3.48 Million
Q3 2020

Oct 19, 2020
SELL
N/A
-5,615 Reduced 6.2%
84,902 $3.1 Million
Q2 2020

Jul 20, 2020
BUY
N/A
13,092 Added 16.91%
90,517 $3.03 Million
Q1 2020

Apr 17, 2020
BUY
N/A
19,580 Added 33.85%
77,425 $2.2 Million
Q4 2019

Feb 14, 2020
BUY
N/A
57,845 New
57,845 $2.17 Million

Others Institutions Holding SPEM

# of Institutions
742
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Mc Naughton Wealth Management, LLC Portfolio

Follow Mc Naughton Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Naughton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Naughton Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email