Ownership history in SkyOak Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which SkyOak Wealth, LLC reported a position in SPDR SERIES TRUST (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 189,742 | -4,889 | -2.5% | 2.74% | $15.2M | $80.02 |
| 2025 Q3 | REDUCED | 194,631 | -4,888 | -2.4% | 2.88% | $15.2M | $77.92 |
| 2025 Q2 | ADDED | 199,519 | +475 | +0.2% | 2.91% | $14.5M | $72.08 |
| 2025 Q1 | REDUCED | 199,044 | -1,572 | -0.8% | 2.87% | $13.1M | $65.01 |
| 2024 Q4 | ADDED | 200,616 | +596 | +0.3% | 2.96% | $13.8M | $67.93 |
| 2024 Q3 | REDUCED | 200,020 | -1,180 | -0.6% | 2.99% | $13.5M | $66.30 |
| 2024 Q2 | ADDED | 201,200 | +1,631 | +0.8% | 3.01% | $12.9M | $62.65 |
| 2024 Q1 | REDUCED | 199,569 | -2,689 | -1.3% | 2.94% | $12.3M | $60.02 |
| 2023 Q4 | ADDED | 202,258 | +5,123 | +2.6% | 2.94% | $11.3M | $54.35 |
| 2023 Q3 | REDUCED | 197,135 | -4,281 | -2.1% | 2.90% | $9.9M | $48.67 |
As of 2025 Q4 — sorted by position size