Silver Oak Wealth Management LLC Spdr Portfolio S&P 500 Value E Transaction History

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 348,660 shares of SPYV stock, worth $18.3 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares
348,660
Previous 314,976 10.69%
Holding current value
$18.3 Million
Previous $16.6 Billion 7.09%
% of portfolio
3.84%
Previous 3.73%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$51.09 - $55.27 $1.72 Million - $1.86 Million
33,684 Added 10.69%
348,660 $17.8 Billion
Q3 2024

Nov 01, 2024
BUY
$48.51 - $52.86 $359,556 - $391,798
7,412 Added 2.41%
314,976 $16.6 Billion
Q2 2024

Aug 08, 2024
BUY
$47.37 - $50.09 $887,003 - $937,935
18,725 Added 6.48%
307,564 $15 Billion
Q1 2024

May 07, 2024
BUY
$45.88 - $50.1 $312,855 - $341,631
6,819 Added 2.42%
288,839 $14.5 Billion
Q4 2023

Feb 14, 2024
BUY
$39.63 - $46.73 $11.2 Million - $13.2 Million
282,020 New
282,020 $13.2 Billion

Others Institutions Holding SPYV

# of Institutions
1,015
Shares Held
410M
Call Options Held
352K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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