Silver Oak Wealth Management LLC Spdr Portfolio Transaction History
Silver Oak Wealth Management LLC
- $533 Billion
- Q2 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 591,043 shares of SPYG stock, worth $60.9 Million. This represents 10.57% of its overall portfolio holdings.
Number of Shares
591,043
Previous 573,700
3.02%
Holding current value
$60.9 Million
Previous $46.1 Billion
22.19%
% of portfolio
10.57%
Previous 9.97%
Shares
7 transactions
Others Institutions Holding SPYG
# of Institutions
1,313Shares Held
319MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.9 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$1.98 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.17 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.05 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio