SWM
SilverOak Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
859
+94
| +12% | +$58.1K | 0.1% | 64 |
|
|
2025
Q1 | $428K | Buy |
765
+54
| +8% | +$30.2K | 0.09% | 64 |
|
|
2024
Q4 | $417K | Hold |
711
| – | – | 0.09% | 65 |
|
|
2024
Q3 | $408K | Sell |
711
-4
| -0.6% | -$2.3K | 0.09% | 67 |
|
|
2024
Q2 | $389K | Buy |
715
+8
| +1% | +$4.35K | 0.09% | 64 |
|
|
2024
Q1 | $370K | Sell |
707
-61
| -8% | -$31.9K | 0.09% | 65 |
|
|
2023
Q4 | $365K | Buy |
+768
| New | +$365K | 0.1% | 63 |
|