Mc Naughton Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig 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 Spdr Portfolio Hig stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 120,454 shares of SPHY stock, worth $2.8 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares
120,454
Previous 115,379 4.4%
Holding current value
$2.8 Million
Previous $2.7 Million 4.75%
% of portfolio
1.57%
Previous 1.6%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
303
Shares Held
119M
Call Options Held
0
Put Options Held
0
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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