Silver Oak Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History

Silver Oak Wealth Management LLC

$462 Billion
Q1 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 76,201 shares of SPSM stock, worth $3.13 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

76,201

Previous 70,442 8.18%

Holding current value

$3.13 Million

Previous $3.16 Billion 1.84%

% of portfolio

0.67%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$40.03 - $46.81 $230,532 - $269,578	5,759 Added 8.18%	76,201 $3.11 Billion
Q4 2024 Jan 31, 2025	BUY	$44.33 - $49.55 $8,954 - $10,009	202 Added 0.29%	70,442 $3.16 Billion
Q3 2024 Nov 01, 2024	SELL	$41.02 - $46.01 $189,799 - $212,888	-4,627 Reduced 6.18%	70,240 $3.2 Billion
Q2 2024 Aug 08, 2024	BUY	$39.75 - $43.15 $1,152 - $1,251	29 Added 0.04%	74,867 $3.11 Billion
Q1 2024 May 07, 2024	BUY	$39.85 - $43.04 $757 - $817	19 Added 0.03%	74,838 $3.22 Billion
Q4 2023 Feb 14, 2024	BUY	$34.3 - $42.83 $2.57 Million - $3.2 Million	74,819 New	74,819 $3.16 Billion

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Silver Oak Wealth Management LLC Spdr Portfolio S&P 600 Small C Transaction History