Northern Oak Wealth Management Inc Spdr Portfolio Transaction History
Northern Oak Wealth Management Inc
- $813 Million
- Q3 2025
A detailed history of Northern Oak Wealth Management Inc transactions in Spdr Portfolio stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 123,764 shares of SPYG stock, worth $13 Million. This represents 1.59% of its overall portfolio holdings.
Number of Shares
123,764
Previous 123,141
0.51%
Holding current value
$13 Million
Previous $11.7 Million
10.2%
% of portfolio
1.59%
Previous 1.49%
Shares
16 transactions
Others Institutions Holding SPYG
# of Institutions
1,388Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio