Oak Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $520K | Hold |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $383K | Buy |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $367K | Buy |
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $316K | Hold |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $295K | Hold |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $291K | Sell |
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|
2022
Q2 | $819K | Buy |
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|
2022
Q1 | $255K | Buy |
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