Silver Oak Advisory Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Silver Oak Advisory Group's SPY Position: Q1 2026 in Review
Silver Oak Advisory Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.6% in Q1 2026, buying an estimated $7.48K and bringing the position to 1,852 shares worth $1.2M. The position accounts for 0.52% of the portfolio, ranked #26.
Silver Oak Advisory Group first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q4 2025. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Silver Oak Advisory Group held 1,852 shares of State Street SPDR S&P 500 ETF Trust worth $1.2M as of Q1 2026.
- Silver Oak Advisory Group bought 11 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.48K.
- State Street SPDR S&P 500 ETF Trust made up 0.52% of Silver Oak Advisory Group's portfolio in Q1 2026, its #26 holding.
- Silver Oak Advisory Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
- Silver Oak Advisory Group's State Street SPDR S&P 500 ETF Trust position peaked at $1.25M in Q4 2025.
- 4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.