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

Silver Oak Wealth Management LLC

  • $416 Billion
  • Q2 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 307,564 shares of SPYV stock, worth $16.2 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
307,564
Previous 288,839 6.48%
Holding current value
$16.2 Million
Previous $14.5 Billion 3.59%
% of portfolio
3.6%
Previous 3.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
939
Shares Held
378M
Call Options Held
307K
Put Options Held
3.5K
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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