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

Silver Oak Wealth Management LLC

  • $416 Billion
  • Q2 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 715 shares of SPY stock, worth $401,837. This represents 0.09% of its overall portfolio holdings.

Number of Shares
715
Previous 707 1.13%
Holding current value
$401,837
Previous $370 Million 5.22%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Aug 08, 2024
BUY
$495.16 - $548.49 $3,961 - $4,387
8 Added 1.13%
715 $389 Million
Q1 2024

May 07, 2024
SELL
$467.28 - $523.17 $28,504 - $31,913
-61 Reduced 7.94%
707 $370 Million
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $315,402 - $366,097
768 New
768 $365 Million

Others Institutions Holding SPY

# of Institutions
4,428
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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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