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

Optivise Advisory Services LLC

$173 Billion
Q4 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 5,775 shares of SPY stock, worth $3.84 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares

5,775

Previous 5,591 3.29%

Holding current value

$3.84 Million

Previous $3.72 Billion 5.74%

% of portfolio

2.27%

Previous 2.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$653.02 - $687.39 $120,155 - $126,479	184 Added 3.29%	5,775 $3.94 Billion
Q3 2025 Oct 17, 2025	SELL	$617.65 - $666.84 $1.2 Million - $1.3 Million	-1,944 Reduced 25.8%	5,591 $3.72 Billion
Q2 2025 Aug 05, 2025	BUY	$496.48 - $617.85 $1.16 Million - $1.45 Million	2,342 Added 45.1%	7,535 $4.66 Billion
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

5,323

Shares Held

556M

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