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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR PORTFOLIO


  • 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.