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

Optimist Retirement Group LLC

  • $204 Million
  • Q2 2025

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 3,304 shares of SPY stock, worth $2.21 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
3,304
Previous 3,305 0.03%
Holding current value
$2.21 Million
Previous $1.85 Million 10.44%
% of portfolio
1.0%
Previous 0.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$496.48 - $617.85 $496 - $617
-1 Reduced 0.03%
3,304 $2.04 Million
Q1 2025

May 05, 2025
BUY
$551.42 - $612.93 $551 - $612
1 Added 0.03%
3,305 $1.85 Million
Q3 2024

Nov 25, 2024
BUY
$517.38 - $573.86 $9,830 - $10,903
19 Added 0.58%
3,304 $1.9 Billion
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
5,190
Shares Held
643M
Call Options Held
380M
Put Options Held
723M
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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