McNaughton Wealth Management, LLC MDYV — SPDR SERIES TRUST

Ownership history in McNaughton Wealth Management, LLC  ·  3 quarters on record

AI Ownership Summary

McNaughton Wealth Management, LLC reported SPDR SERIES TRUST (MDYV) in 3 quarterly 13F filings from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.08% in 2026 Q2. The latest visible filing shows MDYV at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDYV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McNaughton Wealth Management, LLC's position in SPDR SERIES TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MDYV was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDYV stock page McNaughton Wealth Management, LLC fund profile McNaughton Wealth Management, LLC full holdings
How McNaughton Wealth Management, LLC held MDYV — position size vs. price
% of Fund (quarterly)    MDYV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,323 -8,303 -78.1% 0.08% $220K 2026-07-07 $93.77
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDYV

As of 2026 Q2 — sorted by position size

Marathon Mission, Inc. 3Y 5.94% CANANDAIGUA NATIONAL BANK & TRUST CO 3Y 7Y 2.84% Bill Few Associates, Inc. 3Y 0.72% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 0.48% COLLECTIVE FAMILY OFFICE LLC 3Y 0.36% Avior Wealth Management, LLC 3Y 7Y 0.18% Balefire, LLC 3Y 7Y 0.08% CX Institutional 3Y 7Y 0.08% ECLECTIC ASSOCIATES INC /ADV 3Y 0.08% Somerset Trust Co 3Y 7Y 0.06%

FAQ About McNaughton Wealth Management, LLC and MDYV

These are the practical questions this page is built to answer before you even open the full history table.

How long has McNaughton Wealth Management, LLC reported owning MDYV?

McNaughton Wealth Management, LLC reported MDYV across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported MDYV position in McNaughton Wealth Management, LLC's portfolio?

The largest reported portfolio weight for MDYV was 0.08% in 2026 Q2.

What is the latest reported MDYV position on this page?

The most recent filing on this page is 2026 Q2, when McNaughton Wealth Management, LLC reported 2,323 shares, equal to 0.08% of portfolio, with an estimated market value of $220K.

What does the chart on this MDYV ownership page compare?

The chart compares McNaughton Wealth Management, LLC's quarterly MDYV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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