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

Optimist Retirement Group LLC

  • $211 Billion
  • Q4 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 134,278 shares of SLYV stock, worth $11.4 Million. This represents 5.54% of its overall portfolio holdings.

Number of Shares
134,278
Previous 128,521 4.48%
Holding current value
$11.4 Million
Previous $11.2 Billion 5.0%
% of portfolio
5.54%
Previous 5.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$84.34 - $95.14 $485,545 - $547,720
5,757 Added 4.48%
134,278 $11.7 Billion
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
629
Shares Held
31.6M
Call Options Held
6.4K
Put Options Held
600
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
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