SilverOak Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

SilverOak Wealth Management’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 Q2	$531K	Buy
2025 Q1	$428K	Buy
2024 Q4	$417K	Hold
2024 Q3	$408K	Sell
2024 Q2	$389K	Buy
2024 Q1	$370K	Sell
2023 Q4	$365K	Buy