A detailed history of Oak Wealth Advisors LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Oak Wealth Advisors LLC holds 1,672 shares of SPY stock, worth $1.02 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
1,672
Holding current value
$1.02 Million
% of portfolio
0.75%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$567.81 - $607.81 $949,378 - $1.02 Million
1,672 New
1,672 $980 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 Oak Wealth Advisors LLC Portfolio

Follow Oak Wealth Advisors 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 Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Wealth Advisors LLC with notifications on news.