Optivise Advisory Services LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Optivise Advisory Services LLC holds 12,252 shares of SPLG stock, worth $968,520. This represents 0.57% of its overall portfolio holdings.

Number of Shares

12,252

Previous 3,965 209.0%

Holding current value

$968,520

Previous $311 Million 216.39%

% of portfolio

0.57%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$76.84 - $80.86 $636,773 - $670,086	8,287 Added 209.0%	12,252 $983 Million
Q3 2025 Oct 17, 2025	BUY	$72.65 - $78.68 $43,880 - $47,522	604 Added 17.97%	3,965 $311 Million
Q2 2025 Aug 05, 2025	SELL	$58.41 - $72.69 $13,142 - $16,355	-225 Reduced 6.27%	3,361 $244 Million
Q1 2025 Apr 18, 2025	SELL	$64.88 - $72.1 $81,943 - $91,062	-1,263 Reduced 26.05%	3,586 $236 Million
Q4 2024 Feb 13, 2025	SELL	$66.77 - $71.52 $88,737 - $95,050	-1,329 Reduced 21.51%	4,849 $334 Million

Q3 2024 Nov 12, 2024	BUY	$60.84 - $67.51 $375,869 - $417,076	6,178 New	6,178 $417 Million
Q2 2024 Nov 14, 2024	BUY	$58.24 - $64.51 $21,257 - $23,546	365 Added 5.91%	6,543 $419 Million

Others Institutions Holding SPLG

# of Institutions

1,589

Shares Held

820M

Call Options Held

1.04M

Put Options Held

1.54M

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Optivise Advisory Services LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History