Optivise Advisory Services LLC Spdr S&P 500 ETF Trust Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Optivise Advisory Services LLC holds 5,193 shares of SPY stock, worth $2.88 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
5,193
Previous 5,316 2.31%
Holding current value
$2.88 Million
Previous $3.12 Billion 6.77%
% of portfolio
1.63%
Previous 1.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
SELL
$551.42 - $612.93 $67,824 - $75,390
-123 Reduced 2.31%
5,193 $2.9 Billion
Q4 2024

Feb 13, 2025
BUY
$567.81 - $607.81 $178,292 - $190,852
314 Added 6.28%
5,316 $3.12 Billion
Q3 2024

Nov 12, 2024
BUY
$517.38 - $573.86 $2.59 Million - $2.87 Million
5,002 New
5,002 $2.87 Billion
Q2 2024

Nov 14, 2024
BUY
$495.16 - $548.49 $1.71 Million - $1.89 Million
3,447 Added 68.91%
8,449 $4.6 Billion

Others Institutions Holding SPY

# of Institutions
5,034
Shares Held
599M
Call Options Held
370M
Put Options Held
676M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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