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
Others Institutions Holding SPDW
# of Institutions
942Shares Held
484MCall Options Held
4.4KPut Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.16 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.9 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.07 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$994 Million0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$627 Million16.46% of portfolio