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

Optimist Retirement Group LLC

  • $222 Billion
  • Q3 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 164,307 shares of SPDW stock, worth $5.67 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares
164,307
Previous 159,547 2.98%
Holding current value
$5.67 Million
Previous $5.6 Billion 10.26%
% of portfolio
2.79%
Previous 2.94%

Shares

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

Nov 25, 2024
BUY
$33.74 - $37.96 $160,602 - $180,689
4,760 Added 2.98%
164,307 $6.17 Billion
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
956
Shares Held
487M
Call Options Held
500
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
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