Optivise Advisory Services LLC Spdr Portfolio S&P 500 Value E Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Optivise Advisory Services LLC holds 23,807 shares of SPYV stock, worth $1.17 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
23,807
Previous 27,698 14.05%
Holding current value
$1.17 Million
Previous $1.42 Billion 14.17%
% of portfolio
0.68%
Previous 0.76%

Shares

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

Apr 18, 2025
SELL
$49.78 - $53.19 $193,693 - $206,962
-3,891 Reduced 14.05%
23,807 $1.22 Billion
Q4 2024

Feb 13, 2025
SELL
$51.09 - $55.27 $153,321 - $165,865
-3,001 Reduced 9.78%
27,698 $1.42 Billion
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $1.49 Million - $1.62 Million
30,699 New
30,699 $1.62 Billion
Q2 2024

Nov 14, 2024
BUY
$47.37 - $50.09 $48,127 - $50,891
1,016 Added 3.31%
31,715 $1.55 Billion

Others Institutions Holding SPYV

# of Institutions
1,090
Shares Held
456M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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