Optivise Advisory Services LLC Spdr Portfolio Aggregate Bond Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Optivise Advisory Services LLC holds 14,496 shares of SPAB stock, worth $373,851. This represents 0.22% of its overall portfolio holdings.

Number of Shares

14,496

Previous 16,726 13.33%

Holding current value

$373,851

Previous $432 Million 13.67%

% of portfolio

0.22%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	SELL	$25.75 - $26.12 $57,422 - $58,247	-2,230 Reduced 13.33%	14,496 $373 Million
Q3 2025 Oct 17, 2025	SELL	$25.21 - $25.99 $126,730 - $130,651	-5,027 Reduced 23.11%	16,726 $432 Million
Q2 2025 Aug 05, 2025	SELL	$24.98 - $25.66 $124,650 - $128,043	-4,990 Reduced 18.66%	21,753 $557 Million
Q1 2025 Apr 18, 2025	SELL	$24.73 - $25.62 $232,264 - $240,623	-9,392 Reduced 25.99%	26,743 $683 Million
Q4 2024 Feb 13, 2025	SELL	$24.94 - $26.14 $75,019 - $78,629	-3,008 Reduced 7.68%	36,135 $903 Million

Q3 2024 Nov 12, 2024	BUY	$24.86 - $26.33 $973,094 - $1.03 Million	39,143 New	39,143 $1.02 Billion
Q2 2024 Nov 14, 2024	BUY	$24.54 - $25.28 $63,484 - $65,399	2,587 Added 6.61%	41,730 $1.05 Billion

Others Institutions Holding SPAB

# of Institutions

551

Shares Held

278M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

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Optivise Advisory Services LLC Spdr Portfolio Aggregate Bond Transaction History