McNaughton Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

McNaughton Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$512K	Sell	672 -14	-2%	-$10.6K	0.18%	61
2026 Q2	$512K	Sell	686 -9	-1%	-$6.52K	0.18%	61
2026 Q1	$452K	Sell	695 -42	-6%	-$28.6K	0.19%	62
2025 Q4	$503K	Hold	737	–	–	0.21%	60
2025 Q3	$491K	Sell	737 -35	-5%	-$22.4K	0.21%	62
2025 Q2	$477K	Hold	772	–	–	0.21%	61
2025 Q1	$432K	Hold	772	–	–	0.21%	63
2024 Q4	$452K	Sell	772 -8	-1%	-$4.71K	0.22%	47
2024 Q3	$448K	Sell	780 -4	-0.5%	-$2.21K	0.22%	49
2024 Q2	$427K	Buy	784 +17	+2%	+$8.9K	0.23%	46
2024 Q1	$401K	Sell	767 -3	-0.4%	-$1.49K	0.22%	46
2023 Q4	$366K	Sell	770 -30	-4%	-$13.4K	0.22%	47
2023 Q3	$342K	Sell	800 -38	-5%	-$16.9K	0.23%	47
2023 Q2	$371K	Sell	838 -8	-0.9%	-$3.36K	0.24%	52
2023 Q1	$346K	Buy	846 +18	+2%	+$7.18K	0.23%	47
2022 Q4	$317K	Buy	828 +184	+29%	+$70.7K	0.22%	49
2022 Q3	$230K	Buy	+644	New	+$256K	0.17%	51

Other funds holding SPY

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

McNaughton Wealth Management's SPY Position: Q3 2026 in Review

McNaughton Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q3 2026, selling an estimated $10.6K and leaving 672 shares worth $512K. The position accounts for 0.18% of the portfolio, ranked #61.

McNaughton Wealth Management first reported a position in SPY in Q3 2022 and has held it in 17 quarters since. 4,165 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

McNaughton Wealth Management held 672 shares of State Street SPDR S&P 500 ETF Trust worth $512K as of Q3 2026.
McNaughton Wealth Management sold 14 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $10.6K.
State Street SPDR S&P 500 ETF Trust made up 0.18% of McNaughton Wealth Management's portfolio in Q3 2026, its #61 holding.
McNaughton Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2022 and has held it in 17 quarters since.
4,165 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.