Sky Oak Wealth, LLC Spdr Portfolio Transaction History

Sky Oak Wealth, LLC

$454 Million
Q1 2025

A detailed history of Sky Oak Wealth, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 30,633 shares of SPYG stock, worth $2.75 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

30,633

Previous 33,444 8.41%

Holding current value

$2.75 Million

Previous $2.94 Million 16.26%

% of portfolio

0.54%

Previous 0.63%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$80.05 - $92.39 $225,020 - $259,708	-2,811 Reduced 8.41%	30,633 $2.46 Million
Q4 2024 Jan 24, 2025	SELL	$81.74 - $91.38 $101,766 - $113,768	-1,245 Reduced 3.59%	33,444 $2.94 Million
Q3 2024 Nov 04, 2024	SELL	$73.38 - $84.1 $15,776 - $18,081	-215 Reduced 0.62%	34,689 $2.88 Million
Q2 2024 Aug 12, 2024	BUY	$68.71 - $80.95 $96,193 - $113,330	1,400 Added 4.18%	34,904 $2.8 Million
Q1 2024 Apr 29, 2024	SELL	$63.12 - $73.73 $40,081 - $46,818	-635 Reduced 1.86%	33,504 $2.45 Million
Q4 2023 Jan 12, 2024	SELL	$57.02 - $65.3 $7,355 - $8,423	-129 Reduced 0.38%	34,139 $2.22 Million
Q3 2023 Oct 24, 2023	SELL	$58.97 - $62.89 $16,983 - $18,112	-288 Reduced 0.83%	34,268 $2.03 Million
Q2 2023 Jul 20, 2023	BUY	$54.76 - $61.01 $348,930 - $388,755	6,372 Added 22.61%	34,556 $2.11 Million
Q1 2023 May 02, 2023	BUY	$49.61 - $55.36 $141,884 - $158,329	2,860 Added 11.29%	28,184 $1.56 Million
Q4 2022 Jan 26, 2023	BUY	$49.14 - $55.07 $1.24 Million - $1.39 Million	25,324 New	25,324 $0

Others Institutions Holding SPYG

# of Institutions

1,227

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Sky Oak Wealth, LLC Spdr Portfolio Transaction History