Bull Oak Capital, LLC Spdr S&P 500 ETF Trust Transaction History

Bull Oak Capital, LLC

  • $149 Million
  • Q1 2024

A detailed history of Bull Oak Capital, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Bull Oak Capital, LLC holds 386 shares of SPY stock, worth $204,367. This represents 0.13% of its overall portfolio holdings.

Number of Shares
386
Previous 472,998 99.92%
Holding current value
$204,367
Previous $225 Million 99.91%
% of portfolio
0.13%
Previous 58.74%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
SELL
$467.28 - $523.17 $221 Million - $247 Million
-472,612 Reduced 99.92%
386 $201,000
Q4 2023

Jan 29, 2024
BUY
$410.68 - $476.69 $194 Million - $225 Million
472,530 Added 100967.95%
472,998 $225 Million
Q3 2023

Nov 01, 2023
BUY
$425.88 - $457.79 $199,311 - $214,245
468 New
468 $200,000

Others Institutions Holding SPY

# of Institutions
4,328
Shares Held
584M
Call Options Held
250M
Put Options Held
483M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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