SILVER OAK SECURITIES, INCORPORATED SPYV Holdings History
SILVER OAK SECURITIES, INCORPORATED's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, SILVER OAK SECURITIES, INCORPORATED held 336,728.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $17.62 Mil. This investment constitutes 1.43% of their stock portfolio, and SILVER OAK SECURITIES, INCORPORATED now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q1. And since then SILVER OAK SECURITIES, INCORPORATED has made 8 purchases of SPYV, at an average price of $47.55, for a total of 760,848.00 shares. In addition, there have been 6 sales at an average price of $48.39 for 424,120.00 shares. Based on historical transaction data and SPYV's current price of $52.87, SILVER OAK SECURITIES, INCORPORATED's estimated gain on his SPYV holdings is $2.14 Mil, reflecting a 5.92% gain to date.
SILVER OAK SECURITIES, INCORPORATED SPYV ($52.87) Holding Chart
SILVER OAK SECURITIES, INCORPORATED SPYV ($52.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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