Mc Naughton Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Mc Naughton Wealth Management, LLC

$199 Million
Q1 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 3,439 shares of SPTM stock, worth $231,582. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,439

Previous 3,609 4.71%

Holding current value

$231,582

Previous $257,000 9.73%

% of portfolio

0.12%

Previous 0.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$67.03 - $74.61 $11,395 - $12,683	-170 Reduced 4.71%	3,439 $232,000
Q2 2024 Jul 12, 2024	SELL	$60.69 - $66.83 $5,097 - $5,613	-84 Reduced 2.27%	3,609 $239,000
Q1 2024 Apr 12, 2024	SELL	$57.38 - $64.15 $8,147 - $9,109	-142 Reduced 3.7%	3,693 $236,000
Q4 2023 Jan 10, 2024	SELL	$50.31 - $58.65 $9,508 - $11,084	-189 Reduced 4.7%	3,835 $224,000
Q3 2023 Oct 05, 2023	SELL	$52.22 - $56.31 $305,956 - $329,920	-5,859 Reduced 59.28%	4,024 $211,000
Q2 2023 Aug 08, 2023	SELL	$49.75 - $54.44 $99,599 - $108,988	-2,002 Reduced 16.84%	9,883 $538,000
Q1 2023 Apr 12, 2023	SELL	$46.97 - $51.65 $93,893 - $103,248	-1,999 Reduced 14.4%	11,885 $599,000
Q4 2022 Jan 31, 2023	SELL	$44.09 - $50.41 $27,732 - $31,707	-629 Reduced 4.33%	13,884 $656,000
Q3 2022 Oct 12, 2022	SELL	$44.11 - $53.04 $1.22 Million - $1.47 Million	-27,760 Reduced 65.67%	14,513 $640,000
Q2 2022 Jul 11, 2022	SELL	$45.19 - $56.15 $493,836 - $613,607	-10,928 Reduced 20.54%	42,273 $1.97 Million
Q1 2022 Apr 08, 2022	SELL	$51.36 - $58.82 $217,663 - $249,279	-4,238 Reduced 7.38%	53,201 $2.96 Million
Q4 2021 Jan 20, 2022	BUY	$52.99 - $58.74 $12,611 - $13,980	238 Added 0.42%	57,439 $3.3 Million
Q3 2021 Nov 12, 2021	SELL	$52.32 - $55.93 $2,459 - $2,628	-47 Reduced 0.08%	57,201 $3.03 Million
Q2 2021 Aug 09, 2021	BUY	$49.77 - $52.97 $61,515 - $65,470	1,236 Added 2.21%	57,248 $3.03 Million
Q1 2021 Apr 14, 2021	SELL	$45.48 - $49.44 $19,374 - $21,061	-426 Reduced 0.75%	56,012 $2.76 Million
Q4 2020 Feb 26, 2021	BUY	$39.96 - $46.09 $9,070 - $10,462	227 Added 0.4%	56,438 $2.6 Million
Q3 2020 Oct 19, 2020	BUY	$37.97 - $43.65 $33,679 - $38,717	887 Added 1.6%	56,211 $2.3 Million
Q2 2020 Jul 20, 2020	BUY	$29.99 - $39.74 $148,510 - $196,792	4,952 Added 9.83%	55,324 $2.09 Million
Q1 2020 Apr 17, 2020	BUY	$27.12 - $41.81 $600,138 - $925,213	22,129 Added 78.35%	50,372 $1.58 Million
Q4 2019 Feb 14, 2020	BUY	$35.63 - $39.97 $1.01 Million - $1.13 Million	28,243 New	28,243 $1.12 Million

Others Institutions Holding SPTM

# of Institutions

686

Shares Held

89.7M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

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.

Account

Mc Naughton Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History