Oak Wealth Advisors LLC Spdr S&P 500 ETF Trust Transaction History

Oak Wealth Advisors LLC

  • $156 Billion
  • Q2 2025

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 1,770 shares of SPY stock, worth $1.13 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
1,770
Previous 1,323 33.79%
Holding current value
$1.13 Million
Previous $740 Million 47.76%
% of portfolio
0.7%
Previous 0.55%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$496.48 - $617.85 $221,926 - $276,178
447 Added 33.79%
1,770 $1.09 Billion
Q1 2025

Apr 23, 2025
SELL
$551.42 - $612.93 $192,445 - $213,912
-349 Reduced 20.87%
1,323 $740 Million
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

# of Institutions
5,140
Shares Held
603M
Call Options Held
373M
Put Options Held
665M
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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