Silver Oak Wealth Management LLC Spdr Portfolio Transaction History
Silver Oak Wealth Management LLC
- $593 Billion
- Q3 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 619,161 shares of SPYG stock, worth $64.9 Million. This represents 10.92% of its overall portfolio holdings.
Number of Shares
619,161
Previous 591,043
4.76%
Holding current value
$64.9 Million
Previous $56.3 Billion
14.86%
% of portfolio
10.92%
Previous 10.57%
Shares
8 transactions
Others Institutions Holding SPYG
# of Institutions
1,391Shares Held
337MCall Options Held
247KPut Options Held
165K-
Lpl Financial LLC Fort Mill, SC39.2MShares$4.11 Billion1.28% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18MShares$1.89 Billion3.6% of portfolio
-
Goldman Sachs Group Inc New York, NY14.2MShares$1.49 Billion0.19% of portfolio
-
Allworth Financial LP11.3MShares$1.19 Billion5.37% of portfolio
-
Envestnet Asset Management Inc11MShares$1.15 Billion0.35% of portfolio