Optimist Retirement Group LLC Spdr S&P 600 Small Cap Value E Transaction History

Optimist Retirement Group LLC

  • $222 Billion
  • Q3 2024

A detailed history of Optimist Retirement Group LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Optimist Retirement Group LLC holds 128,521 shares of SLYV stock, worth $11.2 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares
128,521
Previous 126,056 1.96%
Holding current value
$11.2 Million
Previous $9.87 Billion 13.04%
% of portfolio
5.04%
Previous 5.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 25, 2024
BUY
$77.23 - $87.97 $190,371 - $216,846
2,465 Added 1.96%
128,521 $11.2 Billion
Q2 2024

Aug 12, 2024
BUY
$76.01 - $82.53 $93,720 - $101,759
1,233 Added 0.99%
126,056 $9.87 Billion
Q1 2024

May 13, 2024
BUY
$77.43 - $82.98 $718,085 - $769,556
9,274 Added 8.03%
124,823 $10.4 Billion
Q4 2023

Feb 15, 2024
BUY
$66.67 - $84.55 $7.7 Million - $9.77 Million
115,549 New
115,549 $9.63 Billion

Others Institutions Holding SLYV

# of Institutions
591
Shares Held
31.3M
Call Options Held
4K
Put Options Held
800
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email