SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

SilverOak Wealth Management LLC's Holding History (CIK: 0001764766)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 619,961 Value ($000) $66,150 Avg Close Range
Q3 2025
Shares 619,161 Value ($000) $64,709 Avg Close Range
Q2 2025
Shares 591,043 Value ($000) $56,338 Avg Close Range
Q1 2025
Shares 573,700 Value ($000) $46,108 Avg Close Range
Q4 2024
Shares 541,456 Value ($000) $47,594 Avg Close Range
Q3 2024
Shares 512,409 Value ($000) $42,499 Avg Close Range
Q2 2024
Shares 498,390 Value ($000) $39,936 Avg Close Range
Q1 2024
Shares 493,536 Value ($000) $36,102 Avg Close Range
Q4 2023
Shares 486,405 Value ($000) $31,646 Avg Close Range