Number of Shares
131,164.00
Current Holdings Value*
$10.89 Mil
% of Portfolio
5.45%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
19.15%

Optimist Retirement Group LLC's SPDR S&P 600 Small Cap Growth ETF Holding Summary

As of 2025-03-31, Optimist Retirement Group LLC held 131,164.00 shares of SPDR S&P 600 Small Cap Growth ETF(SLYG), totaling $10.89 Mil. This investment constitutes 5.45% of their stock portfolio, and Optimist Retirement Group LLC now holds 0.35% of the outstanding SPDR S&P 600 Small Cap Growth ETF(SLYG) stock.

The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 5 purchases of SLYG, at an average price of $76.46, for a total of 131,164.00 shares. Based on historical transaction data and SLYG's current price of $91.10, Optimist Retirement Group LLC's estimated gain on his SLYG holdings is $1.92 Mil, reflecting a 19.15% gain to date.

Optimist Retirement Group LLC SLYG ($91.10) Holding Chart

Optimist Retirement Group LLC SLYG ($91.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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