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

Optivise Advisory Services LLC

$196 Billion
Q2 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 23,114 shares of SPYV stock, worth $1.25 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

23,114

Previous 23,807 2.91%

Holding current value

$1.25 Million

Previous $1.22 Billion 0.49%

% of portfolio

0.62%

Previous 0.68%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$45.11 - $52.34 $31,261 - $36,271	-693 Reduced 2.91%	23,114 $1.21 Billion
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

1,154

Shares Held

443M

Call Options Held

372K

Put Options Held

26K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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