Optivise Advisory Services LLC Spdr Portfolio Transaction History

Optivise Advisory Services LLC

$173 Billion
Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optivise Advisory Services LLC holds 18,047 shares of SPYG stock, worth $1.89 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

18,047

Previous 17,895 0.85%

Holding current value

$1.89 Million

Previous $1.87 Billion 2.97%

% of portfolio

1.11%

Previous 1.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$102.4 - $109.39 $15,564 - $16,627	152 Added 0.85%	18,047 $1.93 Billion
Q3 2025 Oct 17, 2025	SELL	$94.33 - $105.31 $848 - $947	-9 Reduced 0.05%	17,895 $1.87 Billion
Q2 2025 Aug 05, 2025	SELL	$71.83 - $95.32 $19,609 - $26,022	-273 Reduced 1.5%	17,904 $1.71 Billion
Q1 2025 Apr 18, 2025	SELL	$80.05 - $92.39 $192,520 - $222,197	-2,405 Reduced 11.68%	18,177 $1.46 Billion
Q4 2024 Feb 13, 2025	SELL	$81.74 - $91.38 $103,401 - $115,595	-1,265 Reduced 5.79%	20,582 $1.81 Billion

Q3 2024 Nov 12, 2024	BUY	$73.38 - $84.1 $1.6 Million - $1.84 Million	21,847 New	21,847 $1.81 Billion
Q2 2024 Nov 14, 2024	BUY	$68.71 - $80.95 $28,583 - $33,675	416 Added 1.9%	22,263 $1.78 Billion

Others Institutions Holding SPYG

# of Institutions

1,407

Shares Held

337M

Call Options Held

247K

Put Options Held

165K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
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Optivise Advisory Services LLC Spdr Portfolio Transaction History