Northern Oak Wealth Management Inc Spdr Portfolio S&P 500 Value E Transaction History

Northern Oak Wealth Management Inc

  • $857 Million
  • Q3 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 327,451 shares of SPYV stock, worth $16.5 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares
327,451
Previous 273,485 19.73%
Holding current value
$16.5 Million
Previous $13.3 Million 29.86%
% of portfolio
2.02%
Previous 1.61%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$48.51 - $52.86 $2.62 Million - $2.85 Million
53,966 Added 19.73%
327,451 $17.3 Million
Q2 2024

Jul 26, 2024
BUY
$47.37 - $50.09 $956,116 - $1.01 Million
20,184 Added 7.97%
273,485 $13.3 Million
Q1 2024

May 01, 2024
BUY
$45.88 - $50.1 $196,137 - $214,177
4,275 Added 1.72%
253,301 $12.7 Million
Q4 2023

Jan 11, 2024
BUY
$39.63 - $46.73 $1.48 Million - $1.75 Million
37,432 Added 17.69%
249,026 $11.6 Million
Q3 2023

Oct 24, 2023
BUY
$41.15 - $44.69 $1.24 Million - $1.35 Million
30,234 Added 16.67%
211,594 $8.73 Million
Q2 2023

Jul 31, 2023
BUY
$40.17 - $43.27 $1.19 Million - $1.28 Million
29,545 Added 19.46%
181,360 $7.83 Million
Q1 2023

May 09, 2023
BUY
$38.68 - $42.77 $561,401 - $620,763
14,514 Added 10.57%
151,815 $6.18 Million
Q4 2022

Feb 13, 2023
BUY
$34.79 - $40.71 $2.25 Million - $2.63 Million
64,716 Added 89.16%
137,301 $5.34 Million
Q3 2022

Nov 14, 2022
BUY
$34.49 - $40.43 $1.71 Million - $2 Million
49,459 Added 213.87%
72,585 $2.5 Million
Q2 2022

Aug 16, 2022
BUY
$35.93 - $42.52 $830,917 - $983,317
23,126 New
23,126 $851,000

Others Institutions Holding SPYV

# of Institutions
1,011
Shares Held
407M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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