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 $253,017. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,802
Previous 4,799 0.06%
Holding current value
$253,017
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
734
Shares Held
215M
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
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