Silver Oak Wealth Management LLC Spdr Portfolio Transaction History

Silver Oak Wealth Management LLC

$462 Billion
Q1 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 573,700 shares of SPYG stock, worth $54.4 Million. This represents 9.97% of its overall portfolio holdings.

Number of Shares

573,700

Previous 541,456 5.96%

Holding current value

$54.4 Million

Previous $47.6 Billion 3.12%

% of portfolio

9.97%

Previous 10.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$80.05 - $92.39 $2.58 Million - $2.98 Million	32,244 Added 5.96%	573,700 $46.1 Billion
Q4 2024 Jan 31, 2025	BUY	$81.74 - $91.38 $2.37 Million - $2.65 Million	29,047 Added 5.67%	541,456 $47.6 Billion
Q3 2024 Nov 01, 2024	BUY	$73.38 - $84.1 $1.03 Million - $1.18 Million	14,019 Added 2.81%	512,409 $42.5 Billion
Q2 2024 Aug 08, 2024	BUY	$68.71 - $80.95 $333,518 - $392,931	4,854 Added 0.98%	498,390 $39.9 Billion
Q1 2024 May 07, 2024	BUY	$63.12 - $73.73 $450,108 - $525,768	7,131 Added 1.47%	493,536 $36.1 Billion
Q4 2023 Feb 14, 2024	BUY	$57.02 - $65.3 $27.7 Million - $31.8 Million	486,405 New	486,405 $31.6 Billion

Others Institutions Holding SPYG

# of Institutions

1,230

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Silver Oak Wealth Management LLC Spdr Portfolio Transaction History