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 152,816 shares of SPEM stock, worth $5.93 Million. This represents 2.85% of its overall portfolio holdings.

Number of Shares
152,816
Previous 145,328 5.15%
Holding current value
$5.93 Million
Previous $5.47 Billion 15.23%
% of portfolio
2.85%
Previous 2.88%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
813
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
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More about SPEM
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