McNaughton Wealth Management, LLC

Position in SMLV — State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF

CIK 1802691 SAN DIEGO, CA

All Filings in SMLV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SMLV	$2,579,845	18,820	-4.6%	Shares	Sole	2026-04-08
2025-12-31 SMLV	$2,586,539	19,725	-18.4%	Shares	Sole	2026-01-12
2025-09-30 SMLV	$3,137,502	24,183	+3.3%	Shares	Sole	2025-10-08
2025-06-30 SMLV	$2,929,700	23,417	+2.0%	Shares	Sole	2025-07-22
2025-03-31 SMLV	$2,821,955	22,967	-73.9%	Shares	Sole	2025-04-09
2024-12-31 SMLV	$11,232,078	88,005	-1.0%	Shares	Sole	2025-01-14
2024-09-30 SMLV	$11,047,878	88,938	+0.9%	Shares	Sole	2024-10-04
2024-06-30 SMLV	$9,699,913	88,165	+2.3%	Shares	Sole	2024-07-12
2024-03-31 SMLV	$9,659,752	86,217	+2.6%	Shares	Sole	2024-04-12
2023-12-31 SMLV	$9,455,730	84,036	+7.7%	Shares	Sole	2024-01-10
2023-09-30 SMLV	$7,718,353	78,042	+5.5%	Shares	Sole	2023-10-05
2023-06-30 SMLV	$7,642,736	73,993	+8.5%	Shares	Sole	2023-08-08
2023-03-31 SMLV	$7,171,758	68,218	+1.0%	Shares	Sole	2023-04-12
2022-12-31 SMLV	$7,271,972	67,552	+0.7%	Shares	Sole	2023-02-01
2022-09-30 SMLV	$6,621,109	67,056	+0.2%	Shares	Sole	2022-10-12
2022-06-30 SMLV	$6,980,129	66,930	+2.4%	Shares	Sole	2022-07-11
2022-03-31 SMLV	$7,462,182	65,366	+3.7%	Shares	Sole	2022-04-08
2021-12-31 SMLV	$7,534,083	63,052	+4.0%	Shares	Sole	2022-01-20
2021-09-30 SMLV	$6,802,977	60,638	-1.5%	Shares	Sole	2021-11-12
2021-06-30 SMLV	$6,928,113	61,534	+0.8%	Shares	Sole	2021-08-09
2021-03-31 SMLV	$6,799,516	61,026	-5.2%	Shares	Sole	2021-04-14
2020-12-31 SMLV	$6,158,773	64,355	+2.4%	Shares	Sole	2021-02-26
2020-09-30 SMLV	$4,762,523	62,855	+2.9%	Shares	Sole	2020-10-19
2020-06-30 SMLV	$4,662,618	61,085	+7.0%	Shares	Sole	2020-07-20
2020-03-31 SMLV	$3,772,615	57,083	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.