Optimist Retirement Group LLC Spdr Portfolio Transaction History

Optimist Retirement Group LLC

  • $190 Billion
  • Q2 2024

A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Optimist Retirement Group LLC holds 4,999 shares of SPMD stock, worth $258,148. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,999
Previous 4,995 0.08%
Holding current value
$258,148
Previous $266 Million 3.75%
% of portfolio
0.13%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
619
Shares Held
178M
Call Options Held
100
Put Options Held
300
View Full List

About SPDR PORTFOLIO

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