Oregon Pacific Wealth Management, LLC Spdr Portfolio Transaction History
Oregon Pacific Wealth Management, LLC
- $116 Billion
- Q3 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 4,147 shares of SPYG stock, worth $434,647. This represents 0.37% of its overall portfolio holdings.
Number of Shares
4,147
Previous 3,024
37.14%
Holding current value
$434,647
Previous $288 Million
50.36%
% of portfolio
0.37%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,391Shares 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 LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio