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

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 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 3,965 shares of SPLG stock, worth $313,433. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,965
Previous 3,361 17.97%
Holding current value
$313,433
Previous $244 Million 27.15%
% of portfolio
0.18%
Previous 0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,560
Shares Held
820M
Call Options Held
1.05M
Put Options Held
1.54M
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email