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

Silver Oak Wealth Management LLC

$593 Billion
Q3 2025

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 1,027 shares of SPY stock, worth $683,643. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,027

Previous 859 19.56%

Holding current value

$683,643

Previous $531 Million 28.91%

% of portfolio

0.12%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$617.65 - $666.84 $103,765 - $112,029	168 Added 19.56%	1,027 $684 Million
Q2 2025 Jul 29, 2025	BUY	$496.48 - $617.85 $46,669 - $58,077	94 Added 12.29%	859 $531 Million
Q1 2025 Apr 30, 2025	BUY	$551.42 - $612.93 $29,776 - $33,098	54 Added 7.59%	765 $428 Million
Q3 2024 Nov 01, 2024	SELL	$517.38 - $573.86 $2,069 - $2,295	-4 Reduced 0.56%	711 $408 Million
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

5,285

Shares Held

557M

Call Options Held

343M

Put Options Held

764M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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