Oregon Pacific Wealth Management, LLC Spdr Portfolio Transaction History

Oregon Pacific Wealth Management, LLC

  • $96.8 Billion
  • Q4 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 6,755 shares of SPYG stock, worth $707,991. This represents 0.74% of its overall portfolio holdings.

Number of Shares
6,755
Previous 4,147 62.89%
Holding current value
$707,991
Previous $433 Million 66.3%
% of portfolio
0.74%
Previous 0.37%

Shares

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

Jan 16, 2026
BUY
$102.4 - $109.39 $267,059 - $285,289
2,608 Added 62.89%
6,755 $721 Million
Q3 2025

Oct 22, 2025
BUY
$94.33 - $105.31 $105,932 - $118,263
1,123 Added 37.14%
4,147 $433 Million
Q2 2025

Jul 15, 2025
BUY
$71.83 - $95.32 $217,213 - $288,247
3,024 New
3,024 $288 Million

Others Institutions Holding SPYG

# of Institutions
1,407
Shares Held
337M
Call Options Held
247K
Put Options Held
165K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
Track This Portfolio

Track Oregon Pacific Wealth Management, LLC Portfolio

Follow Oregon Pacific Wealth Management, LLC 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 Oregon Pacific Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oregon Pacific Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email