Back to SPY
Optivise Advisory Services LLC → SPY
Optivise Advisory Services LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
6
Latest value
$76K
Q3 2026
Peak value
$4.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.9M |
| Q1 2026 | $3.9M |
| Q2 2026 | $4.5M |
| Q2 2026 | $75K |
| Q3 2026 | $4.6M |
| Q3 2026 | $76K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $76K | 100 | — | — |
| Q3 2026 | $4.6M | 6.0K | — | — |
| Q2 2026 | $75K | 100 | — | — |
| Q2 2026 | $4.5M | 6.0K | — | — |
| Q1 2026 | $3.9M | 5.9K | — | — |
| Q4 2025 | $3.9M | 5.8K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B