Optivise Advisory Services LLC Spdr Portfolio Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optivise Advisory Services LLC holds 18,177 shares of SPYG stock, worth $1.69 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
18,177
Previous 20,582 11.68%
Holding current value
$1.69 Million
Previous $1.81 Billion 19.25%
% of portfolio
0.82%
Previous 0.97%

Shares

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

Apr 18, 2025
SELL
$80.05 - $92.39 $192,520 - $222,197
-2,405 Reduced 11.68%
18,177 $1.46 Billion
Q4 2024

Feb 13, 2025
SELL
$81.74 - $91.38 $103,401 - $115,595
-1,265 Reduced 5.79%
20,582 $1.81 Billion
Q3 2024

Nov 12, 2024
BUY
$73.38 - $84.1 $1.6 Million - $1.84 Million
21,847 New
21,847 $1.81 Billion
Q2 2024

Nov 14, 2024
BUY
$68.71 - $80.95 $28,583 - $33,675
416 Added 1.9%
22,263 $1.78 Billion

Others Institutions Holding SPYG

# of Institutions
1,230
Shares Held
304M
Call Options Held
665K
Put Options Held
128K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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