McNaughton Wealth Management, LLC SPYG Holdings History
McNaughton Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, McNaughton Wealth Management, LLC held 44,783.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $4.27 Mil. This investment constitutes 1.9% of their stock portfolio, and McNaughton Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2022Q2. And since then McNaughton Wealth Management, LLC has made 9 purchases of SPYG, at an average price of $56.22, for a total of 168,925.00 shares. In addition, there have been 4 sales at an average price of $86.41 for 124,142.00 shares. Based on historical transaction data and SPYG's current price of $97.88, McNaughton Wealth Management, LLC's estimated gain on his SPYG holdings is $5.61 Mil, reflecting a 59.09% gain to date.
McNaughton Wealth Management, LLC SPYG ($97.88) Holding Chart
McNaughton Wealth Management, LLC SPYG ($97.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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