SilverOak Wealth Management’s State Street 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
2026 Q2	$774K	Buy	1,037 +2	+0.2%	+$1.45K	0.1%	64
2026 Q1	$673K	Buy	1,035 +13	+1%	+$8.84K	0.11%	61
2025 Q4	$697K	Sell	1,022 -5	-0.5%	-$3.38K	0.11%	58
2025 Q3	$684K	Buy	1,027 +168	+20%	+$108K	0.12%	54
2025 Q2	$531K	Buy	859 +94	+12%	+$53.7K	0.1%	64
2025 Q1	$428K	Buy	765 +54	+8%	+$31.7K	0.09%	64
2024 Q4	$417K	Hold	711	–	–	0.09%	65
2024 Q3	$408K	Sell	711 -4	-0.6%	-$2.21K	0.09%	67
2024 Q2	$389K	Buy	715 +8	+1%	+$4.19K	0.09%	64
2024 Q1	$370K	Sell	707 -61	-8%	-$30.4K	0.09%	65
2023 Q4	$365K	Buy	+768	New	+$342K	0.1%	63

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SilverOak Wealth Management's SPY Position: Q2 2026 in Review

SilverOak Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.19% in Q2 2026, buying an estimated $1.45K and bringing the position to 1,037 shares worth $774K. The position accounts for 0.1% of the portfolio, ranked #64.

SilverOak Wealth Management first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

SilverOak Wealth Management held 1,037 shares of State Street SPDR S&P 500 ETF Trust worth $774K as of Q2 2026.
SilverOak Wealth Management bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.1% of SilverOak Wealth Management's portfolio in Q2 2026, its #64 holding.
SilverOak Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.