Optivise Advisory Services LLC Technology Sector Spdr Transaction History

Optivise Advisory Services LLC

  • $178 Billion
  • Q1 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 1,541 shares of XLK stock, worth $358,097. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,541
Previous 1,580 2.47%
Holding current value
$358,097
Previous $367 Million 13.43%
% of portfolio
0.18%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,408
Shares Held
177M
Call Options Held
9.73M
Put Options Held
15.2M
View Full List

About TECHNOLOGY SECTOR SPDR

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