Optivise Advisory Services LLC Financial Sector Spdr Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 2025

A detailed history of Optivise Advisory Services LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Optivise Advisory Services LLC holds 10,969 shares of XLF stock, worth $575,324. This represents 0.35% of its overall portfolio holdings.

Number of Shares
10,969
Previous 8,787 24.83%
Holding current value
$575,324
Previous $460 Million 28.4%
% of portfolio
0.35%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$51.37 - $54.25 $112,089 - $118,373
2,182 Added 24.83%
10,969 $591 Million
Q2 2025

Aug 05, 2025
BUY
$43.92 - $52.37 $91,704 - $109,348
2,088 Added 31.17%
8,787 $460 Million
Q1 2025

Apr 18, 2025
BUY
$47.32 - $52.19 $316,996 - $349,620
6,699 New
6,699 $334 Million

Others Institutions Holding XLF

# of Institutions
2,159
Shares Held
765M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

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