Great Oak Capital Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Great Oak Capital Partners, LLC

$399 Billion
Q4 2025

A detailed history of Great Oak Capital Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 1,366 shares of SPY stock, worth $909,305. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,366

Previous 1,310 4.27%

Holding current value

$909,305

Previous $876 Million 6.54%

% of portfolio

0.23%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 06, 2026	BUY	$653.02 - $687.39 $36,569 - $38,493	56 Added 4.27%	1,366 $933 Million
Q3 2025 Oct 17, 2025	SELL	$617.65 - $666.84 $148,236 - $160,041	-240 Reduced 15.48%	1,310 $876 Million
Q2 2025 Jul 15, 2025	BUY	$496.48 - $617.85 $123,623 - $153,844	249 Added 19.14%	1,550 $967 Million
Q4 2024 Jan 15, 2025	BUY	$567.81 - $607.81 $567 - $607	1 Added 0.08%	1,301 $756 Million
Q2 2024 Aug 13, 2024	BUY	$495.16 - $548.49 $990 - $1,096	2 Added 0.15%	1,300 $693 Million

Q1 2024 Apr 15, 2024	BUY	$467.28 - $523.17 $934 - $1,046	2 Added 0.15%	1,298 $679 Million
Q4 2023 Feb 26, 2024	BUY	$410.68 - $476.69 $532,241 - $617,790	1,296 New	1,296 $616 Million

Others Institutions Holding SPY

# of Institutions

5,296

Shares Held

557M

Call Options Held

298M

Put Options Held

700M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Great Oak Capital Partners, LLC Spdr S&P 500 ETF Trust Transaction History