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Silver Oak Securities, Inc

SEC CIK
0001080576
Latest filing
Aug 7, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Silver Oak Securities, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
21,473
Value
$16.0M
% of portfolio
1.0%
Quarters held
18
Since Q1 2022
Holdings of SPY by Silver Oak Securities, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,473$16.0M1.0%+2,543+13.4%AddedHolders
Q1 202618,930$12.3M0.9%+3,308+21.2%AddedHolders
Q4 202515,622$10.7M0.7%−4,185−21.1%ReducedHolders
Q3 202519,807$13.2M1.0%−68−0.3%ReducedHolders
Q2 202519,875$12.3M1.0%+5,745+40.7%AddedHolders
Q1 202514,130$7.85M0.7%−1,595−10.1%ReducedHolders
Q4 202415,725$9.25M0.9%+1,578+11.2%AddedHolders
Q3 202414,147$8.06M0.9%+6,164+77.2%AddedHolders
Q2 20247,983$4.34M0.7%+3,940+97.5%AddedHolders
Q1 20244,043$2.11M0.3%−9,539−70.2%ReducedHolders
Q4 202313,582$6.46M0.9%+8,390+161.6%AddedHolders
Q3 20235,192$2.22M0.5%−2,596−33.3%ReducedHolders
Q2 20237,788$3.45M0.6%−263−3.3%ReducedHolders
Q1 20238,051$3.30M0.5%+3,064+61.4%AddedHolders
Q4 20224,987$1.91M0.4%−205−3.9%ReducedHolders
Q3 20225,192$2.22M0.5%+410+8.6%AddedHolders
Q2 20224,782$1.89M0.4%+1,234+34.8%AddedHolders
Q1 20223,548$1.58M0.3%–No prior filingHolders