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

Mc Naughton Wealth Management, LLC

  • $199 Million
  • Q1 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 14,590 shares of SPHY stock, worth $342,865. This represents 0.17% of its overall portfolio holdings.

Number of Shares
14,590
Previous 136,168 89.29%
Holding current value
$342,865
Previous $3.2 Million 89.33%
% of portfolio
0.17%
Previous 1.54%

Shares

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

Apr 09, 2025
SELL
$23.32 - $23.84 $2.84 Million - $2.9 Million
-121,578 Reduced 89.29%
14,590 $341,000
Q4 2024

Jan 13, 2025
BUY
$23.29 - $23.93 $41,060 - $42,188
1,763 Added 1.31%
136,168 $3.2 Million
Q3 2024

Oct 04, 2024
BUY
$23.04 - $24.06 $84,787 - $88,540
3,680 Added 2.82%
134,405 $3.23 Million
Q2 2024

Jul 12, 2024
BUY
$22.82 - $23.32 $234,384 - $239,519
10,271 Added 8.53%
130,725 $3.04 Million
Q1 2024

Apr 12, 2024
BUY
$23.14 - $23.52 $117,435 - $119,364
5,075 Added 4.4%
120,454 $2.83 Million
Q4 2023

Jan 10, 2024
BUY
$21.84 - $23.52 $122,893 - $132,347
5,627 Added 5.13%
115,379 $2.7 Million
Q3 2023

Oct 05, 2023
BUY
$22.36 - $23.02 $1.36 Million - $1.4 Million
60,805 Added 124.23%
109,752 $2.46 Million
Q2 2023

Aug 08, 2023
BUY
$22.39 - $22.94 $1.1 Million - $1.12 Million
48,947 New
48,947 $1.12 Million

Others Institutions Holding SPHY

# of Institutions
485
Shares Held
255M
Call Options Held
11.2K
Put Options Held
7.44K
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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