Optivise Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
TAM
CK
VFA
EIP
TWC
GF
CPRC
CCA
Optivise Advisory Services's SPY Position: Q2 2026 in Review
Optivise Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.8% in Q2 2026, buying an estimated $78.3K and bringing the position to 6,036 shares worth $4.51M. The position accounts for 2.29% of the portfolio, ranked #6.
Optivise Advisory Services first reported a position in SPY in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.66M in Q2 2025. 1,731 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Optivise Advisory Services held 6,036 shares of State Street SPDR S&P 500 ETF Trust worth $4.51M as of Q2 2026.
- Optivise Advisory Services bought 108 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $78.3K.
- State Street SPDR S&P 500 ETF Trust made up 2.29% of Optivise Advisory Services's portfolio in Q2 2026, its #6 holding.
- Optivise Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2024 and has held it in 9 quarters since.
- Optivise Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $4.66M in Q2 2025.
- 1,731 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.