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Livermore
Livermore
ZHEN

Silver Oak Advisory Group, Inc.

SEC CIK
0001906937
Latest filing
Jul 31, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Silver Oak Advisory Group, 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)
1,818
Value
$1.36M
% of portfolio
0.5%
Quarters held
19
Since Q4 2021
Holdings of SPY by Silver Oak Advisory Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,818$1.36M0.5%−34−1.8%ReducedHolders
Q1 20261,852$1.20M0.5%+11+0.6%AddedHolders
Q4 20251,841$1.25M0.6%+15+0.8%AddedHolders
Q3 20251,826$1.22M0.6%00.0%UnchangedHolders
Q2 20251,826$1.13M0.5%00.0%UnchangedHolders
Q1 20251,826$1.02M0.5%+3+0.2%AddedHolders
Q4 20241,823$1.07M0.6%−122−6.3%ReducedHolders
Q3 20241,945$1.12M0.6%00.0%UnchangedHolders
Q2 20241,945$1.06M0.6%00.0%UnchangedHolders
Q1 20241,945$1.02M0.6%+8+0.4%AddedHolders
Q4 20231,937$921.0K0.5%00.0%UnchangedHolders
Q3 20231,937$827.0K0.5%−43−2.2%ReducedHolders
Q2 20231,980$877.0K0.6%−139−6.6%ReducedHolders
Q1 20232,119$867.0K0.6%00.0%UnchangedHolders
Q4 20222,119$810.0K0.6%+10.0%AddedHolders
Q3 20222,118$756.0K0.6%−171−7.5%ReducedHolders
Q2 20222,289$864.0K0.6%+10.0%AddedHolders
Q1 20222,288$1.03M0.7%+61+2.7%AddedHolders
Q4 20212,227$1.06M0.7%–No prior filingHolders