A detailed history of Live Oak Investment Partners transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Live Oak Investment Partners holds 551 shares of SPY stock, worth $331,338. This represents 0.26% of its overall portfolio holdings.

Number of Shares
551
Previous 551 -0.0%
Holding current value
$331,338
Previous $299,000 5.69%
% of portfolio
0.26%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$495.16 - $548.49 $4,951 - $5,484
-10 Reduced 1.78%
551 $299,000
Q4 2023

Feb 14, 2024

BUY
$410.68 - $476.69 $4,106 - $4,766
10 Added 1.81%
561 $266,000
Q3 2023

Oct 31, 2023

SELL
$425.88 - $457.79 $9,369 - $10,071
-22 Reduced 3.84%
551 $235,000
Q1 2023

May 03, 2023

SELL
$379.5 - $416.78 $6,451 - $7,085
-17 Reduced 2.88%
573 $234,000
Q4 2022

Feb 15, 2023

BUY
$357.63 - $407.42 $211,001 - $240,377
590 New
590 $225,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.