Optimist Retirement Group LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Optimist Retirement Group LLC

  • $190 Billion
  • Q2 2024

A detailed history of Optimist Retirement Group LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Optimist Retirement Group LLC holds 159,547 shares of SPDW stock, worth $5.7 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
159,547
Previous 157,599 1.24%
Holding current value
$5.7 Million
Previous $5.65 Billion 0.91%
% of portfolio
2.94%
Previous 2.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$34.2 - $36.64 $66,621 - $71,374
1,948 Added 1.24%
159,547 $5.6 Billion
Q1 2024

May 13, 2024
BUY
$32.85 - $35.9 $200,680 - $219,313
6,109 Added 4.03%
157,599 $5.65 Billion
Q4 2023

Feb 15, 2024
BUY
$29.46 - $34.07 $4.46 Million - $5.16 Million
151,490 New
151,490 $5.15 Billion

Others Institutions Holding SPDW

# of Institutions
942
Shares Held
484M
Call Options Held
4.4K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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