Optivise Advisory Services’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
Other funds holding SPYM
Optivise Advisory Services's SPYM Position: Q3 2026 in Review
Optivise Advisory Services held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q3 2026 at 3,067 shares worth $275K. The position accounts for 0.14% of the portfolio, ranked #178.
Optivise Advisory Services first reported a position in SPYM in Q2 2024 and has held it in 10 quarters since. The position peaked at $983K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.
- Optivise Advisory Services held 3,067 shares of State Street SPDR Portfolio S&P 500 ETF worth $275K as of Q3 2026.
- Optivise Advisory Services left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q3 2026.
- State Street SPDR Portfolio S&P 500 ETF made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #178 holding.
- Optivise Advisory Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $983K in Q4 2025.
- 1,303 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.