Mc Naughton Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Hig 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 Spdr Portfolio Hig stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 9,839 shares of SPHY stock, worth $233,479. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,839

Previous 14,590 32.56%

Holding current value

$233,479

Previous $341,000 31.38%

% of portfolio

0.11%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$22.4 - $23.8 $106,422 - $113,073	-4,751 Reduced 32.56%	9,839 $234,000
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

493

Shares Held

263M

Call Options Held

11.2K

Put Options Held

7.44K

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

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