Northern Oak Wealth Management Inc Spdr Portfolio Transaction History
Northern Oak Wealth Management Inc
- $775 Million
- Q1 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 116,325 shares of SPYG stock, worth $11 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
116,325
Previous 92,253
26.09%
Holding current value
$11 Million
Previous $8.11 Million
15.29%
% of portfolio
1.21%
Previous 1.03%
Shares
14 transactions
Others Institutions Holding SPYG
# of Institutions
1,230Shares Held
304MCall Options Held
665KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.42 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.87 Billion3.4% of portfolio
-
Allworth Financial LP11.2MShares$1.06 Billion5.18% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$828 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.66MShares$726 Million0.05% of portfolio