Optimist Retirement Group LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Optimist Retirement Group LLC

  • $196 Million
  • Q1 2025

A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Optimist Retirement Group LLC holds 9,511 shares of SPLG stock, worth $659,397. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,511
Previous 9,494 0.18%
Holding current value
$659,397
Previous $654 Million 99.9%
% of portfolio
0.32%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
$64.88 - $72.1 $1,102 - $1,225
17 Added 0.18%
9,511 $625,000
Q4 2024

Jan 27, 2025
SELL
$66.77 - $71.52 $19,496 - $20,883
-292 Reduced 2.98%
9,494 $654 Million
Q3 2024

Nov 25, 2024
BUY
$60.84 - $67.51 $973 - $1,080
16 Added 0.16%
9,786 $660 Million
Q2 2024

Aug 12, 2024
BUY
$58.24 - $64.51 $990 - $1,096
17 Added 0.17%
9,770 $625 Million
Q1 2024

May 13, 2024
SELL
$54.97 - $61.53 $105,047 - $117,583
-1,911 Reduced 16.38%
9,753 $600 Million
Q4 2023

Feb 15, 2024
BUY
$48.29 - $56.08 $563,254 - $654,117
11,664 New
11,664 $652 Million

Others Institutions Holding SPLG

# of Institutions
1,387
Shares Held
644M
Call Options Held
939K
Put Options Held
863K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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