Optivise Advisory Services LLC Technology Sector Spdr Transaction History

Optivise Advisory Services LLC

  • $196 Billion
  • Q2 2025

A detailed history of Optivise Advisory Services LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 1,539 shares of XLK stock, worth $428,442. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,539
Previous 1,541 0.13%
Holding current value
$428,442
Previous $318 Million 22.5%
% of portfolio
0.2%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$179.73 - $253.23 $359 - $506
-2 Reduced 0.13%
1,539 $390 Million
Q1 2025

Apr 18, 2025
SELL
$206.38 - $242.18 $8,048 - $9,445
-39 Reduced 2.47%
1,541 $318 Million
Q4 2024

Feb 13, 2025
SELL
$220.26 - $241.44 $24,448 - $26,799
-111 Reduced 6.56%
1,580 $367 Million
Q3 2024

Nov 12, 2024
BUY
$197.34 - $237.68 $333,701 - $401,916
1,691 New
1,691 $382 Million
Q2 2024

Nov 14, 2024
SELL
$192.53 - $231.41 $3,850 - $4,628
-20 Reduced 1.18%
1,671 $378 Million

Others Institutions Holding XLK

# of Institutions
2,503
Shares Held
285M
Call Options Held
9.76M
Put Options Held
15.4M
View Full List

About TECHNOLOGY SECTOR SPDR

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