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

Optimist Retirement Group LLC

  • $222 Billion
  • Q3 2024

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 6,138 shares of SPSM stock, worth $277,744. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,138
Previous 6,133 0.08%
Holding current value
$277,744
Previous $255 Million 9.67%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
892
Shares Held
198M
Call Options Held
39.5K
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
Track This Portfolio

Track Optimist Retirement Group LLC Portfolio

Follow Optimist Retirement Group LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email