Optimist Retirement Group LLC Spdr Portfolio Transaction History

Optimist Retirement Group LLC

$216 Million
Q3 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 4,810 shares of SPMD stock, worth $270,658. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,810

Previous 4,806 0.08%

Holding current value

$270,658

Previous $261,000 5.36%

% of portfolio

0.13%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$54.43 - $58.29 $217 - $233	4 Added 0.08%	4,810 $275,000
Q2 2025 Aug 14, 2025	BUY	$44.89 - $54.38 $179 - $217	4 Added 0.08%	4,806 $261,000
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

805

Shares Held

232M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimist Retirement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optimist Retirement Group LLC with notifications on news.

Account

Optimist Retirement Group LLC Spdr Portfolio Transaction History