Northern Oak Wealth Management Inc Spdr S&P 500 ETF Trust Transaction History

Northern Oak Wealth Management Inc

  • $788 Million
  • Q4 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 4,740 shares of SPY stock, worth $3.16 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,740
Previous 5,506 13.91%
Holding current value
$3.16 Million
Previous $3.67 Million 13.96%
% of portfolio
0.4%
Previous 0.45%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
SELL
$653.02 - $687.39 $500,213 - $526,540
-766 Reduced 13.91%
4,740 $3.16 Million
Q3 2025

Oct 31, 2025
SELL
$617.65 - $666.84 $3,088 - $3,334
-5 Reduced 0.09%
5,506 $3.67 Million
Q1 2025

May 09, 2025
BUY
$551.42 - $612.93 $98,152 - $109,101
178 Added 3.34%
5,511 $3.08 Million
Q4 2024

Jan 21, 2025
SELL
$567.81 - $607.81 $1,703 - $1,823
-3 Reduced 0.06%
5,333 $3.13 Million
Q3 2024

Oct 30, 2024
SELL
$517.38 - $573.86 $32,077 - $35,579
-62 Reduced 1.15%
5,336 $3.06 Million
Q2 2024

Jul 26, 2024
SELL
$495.16 - $548.49 $990 - $1,096
-2 Reduced 0.04%
5,398 $2.94 Million
Q1 2024

May 01, 2024
SELL
$467.28 - $523.17 $8,878 - $9,940
-19 Reduced 0.35%
5,400 $2.82 Million
Q4 2023

Jan 11, 2024
SELL
$410.68 - $476.69 $11,088 - $12,870
-27 Reduced 0.5%
5,419 $2.58 Million
Q3 2023

Oct 24, 2023
SELL
$425.88 - $457.79 $64,307 - $69,126
-151 Reduced 2.7%
5,446 $2.33 Million
Q2 2023

Jul 31, 2023
BUY
$404.36 - $443.28 $19,813 - $21,720
49 Added 0.88%
5,597 $2.48 Million
Q1 2023

May 09, 2023
BUY
$379.5 - $416.78 $45,919 - $50,430
121 Added 2.23%
5,548 $2.27 Million
Q4 2022

Feb 13, 2023
SELL
$357.63 - $407.42 $5,006 - $5,703
-14 Reduced 0.26%
5,427 $2.08 Million
Q3 2022

Nov 14, 2022
SELL
$357.18 - $429.7 $4,643 - $5,586
-13 Reduced 0.24%
5,441 $1.94 Million
Q2 2022

Aug 16, 2022
SELL
$365.86 - $456.8 $19,390 - $24,210
-53 Reduced 0.96%
5,454 $2.06 Million
Q1 2022

May 24, 2022
SELL
$416.25 - $477.71 $19,563 - $22,452
-47 Reduced 0.85%
5,507 $2.49 Million
Q4 2021

Feb 16, 2022
BUY
$428.64 - $477.48 $1,285 - $1,432
3 Added 0.05%
5,554 $2.64 Million
Q3 2021

Nov 15, 2021
BUY
$424.97 - $453.19 $11,049 - $11,782
26 Added 0.47%
5,551 $2.38 Million
Q2 2021

Aug 17, 2021
SELL
$400.61 - $428.06 $39,259 - $41,949
-98 Reduced 1.74%
5,525 $2.37 Million
Q1 2021

May 14, 2021
SELL
$368.79 - $397.26 $210,579 - $226,835
-571 Reduced 9.22%
5,623 $2.23 Million
Q4 2020

Feb 16, 2021
SELL
$326.54 - $373.88 $979 - $1,121
-3 Reduced 0.05%
6,194 $2.32 Million
Q3 2020

Nov 16, 2020
SELL
$310.52 - $357.7 $179,791 - $207,108
-579 Reduced 8.54%
6,197 $2.08 Million
Q2 2020

Aug 17, 2020
SELL
$246.15 - $323.2 $83,198 - $109,241
-338 Reduced 4.75%
6,776 $2.09 Million
Q1 2020

May 15, 2020
SELL
$222.95 - $338.34 $46,373 - $70,374
-208 Reduced 2.84%
7,114 $1.83 Million
Q4 2019

Jan 27, 2020
SELL
$288.06 - $322.94 $128,762 - $144,354
-447 Reduced 5.75%
7,322 $2.36 Million
Q3 2019

Oct 31, 2019
SELL
$283.82 - $302.01 $447,584 - $476,269
-1,577 Reduced 16.87%
7,769 $2.31 Million
Q2 2019

Jul 30, 2019
SELL
$274.57 - $295.86 $88,960 - $95,858
-324 Reduced 3.35%
9,346 $0
Q1 2019

Apr 24, 2019
SELL
$244.21 - $284.73 $1.69 Million - $1.97 Million
-6,913 Reduced 41.69%
9,670 $0
Q4 2018

Feb 14, 2019
BUY
$234.34 - $291.73 $1.95 Million - $2.43 Million
8,316 Added 100.59%
16,583 $4.14 Million
Q3 2018

Nov 15, 2018
SELL
$270.9 - $293.58 $106,192 - $115,083
-392 Reduced 4.53%
8,267 $0
Q1 2018

May 11, 2018
BUY
$257.63 - $286.58 $59,254 - $65,913
230 Added 2.73%
8,659 $0
Q4 2017

Feb 16, 2018
SELL
$252.32 - $268.2 $63,080 - $67,050
-250 Reduced 2.88%
8,429 $0
Q3 2017

Nov 15, 2017
BUY
$242.71 - $251.23 $2.11 Million - $2.18 Million
8,679
8,679 $0

Others Institutions Holding SPY

# of Institutions
5,382
Shares Held
561M
Call Options Held
298M
Put Options Held
676M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email