A detailed history of Great Oak Capital Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 1,300 shares of SPY stock, worth $768,495. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,300
Previous 1,300 -0.0%
Holding current value
$768,495
Previous $693 Million 7.5%
% of portfolio
0.26%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.15%
1,300 $693 Million
Q1 2024

Apr 15, 2024

BUY
$467.28 - $523.17 $934 - $1,046
2 Added 0.15%
1,298 $679 Million
Q4 2023

Feb 26, 2024

BUY
$410.68 - $476.69 $532,241 - $617,790
1,296 New
1,296 $616 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Great Oak Capital Partners, LLC Portfolio

Follow Great Oak Capital Partners, 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 Great Oak Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Oak Capital Partners, LLC with notifications on news.