Silver Oak Wealth Management LLC Spdr Portfolio Transaction History
Silver Oak Wealth Management LLC
- $638 Billion
- Q4 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 619,961 shares of SPYG stock, worth $65 Million. This represents 10.37% of its overall portfolio holdings.
Number of Shares
619,961
Previous 619,161
0.13%
Holding current value
$65 Million
Previous $64.7 Billion
2.23%
% of portfolio
10.37%
Previous 10.92%
Shares
9 transactions
Others Institutions Holding SPYG
# of Institutions
1,418Shares Held
338MCall Options Held
247KPut Options Held
145K-
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 LP11.4MShares$1.19 Billion5.41% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio