Optimist Retirement Group LLC Spdr Portfolio S&P 600 Small C Transaction History

Optimist Retirement Group LLC

  • $196 Million
  • Q1 2025

A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Optimist Retirement Group LLC holds 5,542 shares of SPSM stock, worth $238,860. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,542
Previous 5,538 0.07%
Holding current value
$238,860
Previous $249 Million 99.91%
% of portfolio
0.11%
Previous 0.12%

Shares

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

May 05, 2025
BUY
$40.03 - $46.81 $160 - $187
4 Added 0.07%
5,542 $225,000
Q4 2024

Jan 27, 2025
SELL
$44.33 - $49.55 $26,598 - $29,730
-600 Reduced 9.78%
5,538 $249 Million
Q3 2024

Nov 25, 2024
BUY
$41.02 - $46.01 $205 - $230
5 Added 0.08%
6,138 $279 Million
Q2 2024

Aug 12, 2024
BUY
$39.75 - $43.15 $198 - $215
5 Added 0.08%
6,133 $255 Million
Q1 2024

May 13, 2024
BUY
$39.85 - $43.04 $159 - $172
4 Added 0.07%
6,128 $264 Million
Q4 2023

Feb 15, 2024
BUY
$34.3 - $42.83 $210,053 - $262,290
6,124 New
6,124 $258 Million

Others Institutions Holding SPSM

# of Institutions
977
Shares Held
200M
Call Options Held
64.8K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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