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

Silver Oak Wealth Management LLC

$593 Billion
Q3 2025

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 399,756 shares of SPYV stock, worth $22.5 Million. This represents 3.73% of its overall portfolio holdings.

Number of Shares

399,756

Previous 386,944 3.31%

Holding current value

$22.5 Million

Previous $20.3 Billion 9.21%

% of portfolio

3.73%

Previous 3.8%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$52.12 - $55.33 $667,761 - $708,887	12,812 Added 3.31%	399,756 $22.1 Billion
Q2 2025 Jul 29, 2025	BUY	$45.11 - $52.34 $763,622 - $886,011	16,928 Added 4.57%	386,944 $20.3 Billion
Q1 2025 Apr 30, 2025	BUY	$49.78 - $53.19 $1.06 Million - $1.14 Million	21,356 Added 6.13%	370,016 $18.9 Billion
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

1,181

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Industry ETFs

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