Silver Oak Wealth Advisors Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-381
Closed -$223K 38
2024
Q4
$223K Buy
+381
New +$223K 0.19% 39