Optimist Retirement Group LLC Spdr Portfolio S&P 500 Value E Transaction History

Optimist Retirement Group LLC

  • $211 Billion
  • Q4 2024

A detailed history of Optimist Retirement Group LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Optimist Retirement Group LLC holds 231,537 shares of SPYV stock, worth $12 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
231,537
Previous 224,497 3.14%
Holding current value
$12 Million
Previous $11.9 Billion 0.22%
% of portfolio
5.6%
Previous 5.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$51.09 - $55.27 $359,673 - $389,100
7,040 Added 3.14%
231,537 $11.8 Billion
Q3 2024

Nov 25, 2024
BUY
$48.51 - $52.86 $78,537 - $85,580
1,619 Added 0.73%
224,497 $11.9 Billion
Q2 2024

Aug 12, 2024
SELL
$47.37 - $50.09 $21,269 - $22,490
-449 Reduced 0.2%
222,878 $10.9 Billion
Q1 2024

May 13, 2024
SELL
$45.88 - $50.1 $206,827 - $225,850
-4,508 Reduced 1.98%
223,327 $11.2 Billion
Q4 2023

Feb 15, 2024
BUY
$39.63 - $46.73 $9.03 Million - $10.6 Million
227,835 New
227,835 $10.6 Billion

Others Institutions Holding SPYV

# of Institutions
1,084
Shares Held
437M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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