Great Oak Capital Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Great Oak Capital Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$876K	Sell
2025 Q2	$967K	Buy
2025 Q1	$756K	Hold
2024 Q4	$756K	Buy
2024 Q3	$745K	Hold
2024 Q2	$693K	Buy
2024 Q1	$679K	Buy
2023 Q4	$616K	Buy