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 145,328 shares of SPEM stock, worth $5.56 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
145,328
Previous 144,709
0.43%
Holding current value
$5.56 Million
Previous $5.24 Billion
4.53%
% of portfolio
2.88%
Previous 2.69%
Shares
3 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$904 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$691 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$351 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$239 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$218 Million0.01% of portfolio