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

Optimist Retirement Group LLC

$204 Million
Q2 2025

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 152,875 shares of SPEM stock, worth $7.24 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

152,875

Previous 155,825 1.89%

Holding current value

$7.24 Million

Previous $6.13 Million 6.5%

% of portfolio

3.2%

Previous 3.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$34.72 - $42.74 $102,424 - $126,083	-2,950 Reduced 1.89%	152,875 $6.53 Million
Q1 2025 May 05, 2025	SELL	$37.07 - $40.63 $6,005 - $6,582	-162 Reduced 0.1%	155,825 $6.13 Million
Q4 2024 Jan 27, 2025	BUY	$38.37 - $42.82 $121,671 - $135,782	3,171 Added 2.08%	155,987 $5.99 Billion
Q3 2024 Nov 25, 2024	BUY	$36.02 - $41.68 $269,717 - $312,099	7,488 Added 5.15%	152,816 $6.31 Billion
Q2 2024 Aug 12, 2024	BUY	$35.3 - $38.79 $21,850 - $24,011	619 Added 0.43%	145,328 $5.47 Billion
Q1 2024 May 13, 2024	BUY	$33.69 - $36.47 $502,216 - $543,658	14,907 Added 11.48%	144,709 $5.24 Billion
Q4 2023 Feb 15, 2024	BUY	$32.26 - $35.46 $4.19 Million - $4.6 Million	129,802 New	129,802 $4.6 Billion

Others Institutions Holding SPEM

# of Institutions

957

Shares Held

225M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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