Optimist Retirement Group LLC Spdr Portfolio Transaction History

Optimist Retirement Group LLC

  • $196 Million
  • Q1 2025

A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optimist Retirement Group LLC holds 4,802 shares of SPMD stock, worth $263,245. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,802
Previous 4,799 0.06%
Holding current value
$263,245
Previous $262 Million 99.91%
% of portfolio
0.12%
Previous 0.12%

Shares

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

May 05, 2025
BUY
$50.21 - $57.73 $150 - $173
3 Added 0.06%
4,802 $245,000
Q4 2024

Jan 27, 2025
SELL
$54.13 - $59.56 $10,988 - $12,090
-203 Reduced 4.06%
4,799 $262 Million
Q3 2024

Nov 25, 2024
BUY
$50.29 - $54.92 $150 - $164
3 Added 0.06%
5,002 $274 Million
Q2 2024

Aug 12, 2024
BUY
$49.54 - $53.39 $198 - $213
4 Added 0.08%
4,999 $256 Million
Q1 2024

May 13, 2024
SELL
$47.16 - $53.34 $25,136 - $28,430
-533 Reduced 9.64%
4,995 $266 Million
Q4 2023

Feb 15, 2024
BUY
$40.76 - $49.2 $225,321 - $271,977
5,528 New
5,528 $269 Million

Others Institutions Holding SPMD

# of Institutions
761
Shares Held
219M
Call Options Held
14.1K
Put Options Held
700
View Full List

About SPDR PORTFOLIO

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