Northern Oak Wealth Management Inc Spdr Portfolio Intermediate Te Transaction History

Northern Oak Wealth Management Inc

$787 Million
Q2 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 14,056 shares of SPIB stock, worth $477,201. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,056

Previous 10,373 35.51%

Holding current value

$477,201

Previous $344,000 37.21%

% of portfolio

0.06%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$32.62 - $33.58 $120,139 - $123,675	3,683 Added 35.51%	14,056 $472,000
Q1 2025 May 09, 2025	BUY	$32.5 - $33.3 $682 - $699	21 Added 0.2%	10,373 $344,000
Q4 2024 Jan 21, 2025	BUY	$32.65 - $33.68 $12,896 - $13,303	395 Added 3.97%	10,352 $339,000
Q3 2024 Oct 30, 2024	BUY	$32.36 - $33.78 $5,436 - $5,675	168 Added 1.72%	9,957 $335,000
Q2 2024 Jul 26, 2024	BUY	$32.02 - $32.68 $16,842 - $17,189	526 Added 5.68%	9,789 $318,000
Q3 2023 Oct 24, 2023	BUY	$31.4 - $32.25 $18,840 - $19,350	600 Added 6.93%	9,263 $291,000
Q2 2023 Jul 31, 2023	SELL	$31.95 - $32.66 $3,578 - $3,657	-112 Reduced 1.28%	8,663 $278,000
Q1 2023 May 09, 2023	BUY	$31.67 - $32.83 $6,840 - $7,091	216 Added 2.52%	8,775 $285,000
Q3 2022 Nov 14, 2022	SELL	$31.11 - $33.37 $14,123 - $15,149	-454 Reduced 5.04%	8,559 $268,000
Q2 2022 Aug 16, 2022	BUY	$32.03 - $34.08 $6,053 - $6,441	189 Added 2.14%	9,013 $294,000
Q1 2022 May 24, 2022	BUY	$33.91 - $36.04 $14,072 - $14,956	415 Added 4.94%	8,824 $301,000
Q4 2021 Feb 16, 2022	BUY	$35.97 - $36.6 $12,769 - $12,993	355 Added 4.41%	8,409 $304,000
Q3 2021 Nov 15, 2021	BUY	$36.52 - $36.95 $547 - $554	15 Added 0.19%	8,054 $294,000
Q2 2021 Aug 17, 2021	BUY	$36.19 - $36.73 $30,363 - $30,816	839 Added 11.65%	8,039 $295,000
Q1 2021 May 14, 2021	BUY	$36.13 - $37.14 $35,551 - $36,545	984 Added 15.83%	7,200 $261,000
Q4 2020 Feb 16, 2021	BUY	$36.68 - $37.18 $6,345 - $6,432	173 Added 2.86%	6,216 $231,000
Q3 2020 Nov 16, 2020	BUY	$36.54 - $37.05 $11,254 - $11,411	308 Added 5.37%	6,043 $222,000
Q2 2020 Aug 17, 2020	SELL	$33.74 - $36.53 $18,658 - $20,201	-553 Reduced 8.79%	5,735 $209,000
Q1 2020 May 15, 2020	BUY	$30.81 - $36.22 $4,344 - $5,107	141 Added 2.29%	6,288 $214,000
Q4 2019 Jan 27, 2020	BUY	$35.06 - $35.42 $11,219 - $11,334	320 Added 5.49%	6,147 $0
Q2 2019 Jul 30, 2019	BUY	N/A	4,895 Added 525.21%	5,827 $0
Q3 2018 Nov 15, 2018	BUY	N/A	50 Added 5.67%	932 $0
Q2 2018 Aug 13, 2018	SELL	N/A	-661 Reduced 42.84%	882 $0
Q1 2018 May 11, 2018	BUY	N/A	111 Added 7.75%	1,543 $0
Q4 2017 Feb 16, 2018	BUY	N/A	1,432	1,432 $0

Others Institutions Holding SPIB

# of Institutions

629

Shares Held

260M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Northern Oak Wealth Management Inc Spdr Portfolio Intermediate Te Transaction History