Optimist Retirement Group LLC Spdr S&P 500 ETF Trust Transaction History

Optimist Retirement Group LLC

  • $195 Billion
  • Q1 2024

A detailed history of Optimist Retirement Group LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Optimist Retirement Group LLC holds 3,285 shares of SPY stock, worth $1.79 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
3,285
Previous 4,561 27.98%
Holding current value
$1.79 Million
Previous $2.17 Billion 20.74%
% of portfolio
0.88%
Previous 1.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$467.28 - $523.17 $596,249 - $667,564
-1,276 Reduced 27.98%
3,285 $1.72 Billion
Q4 2023

Feb 15, 2024
BUY
$410.68 - $476.69 $1.87 Million - $2.17 Million
4,561 New
4,561 $2.17 Billion

Others Institutions Holding SPY

# of Institutions
4,348
Shares Held
587M
Call Options Held
250M
Put Options Held
483M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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