Optimist Retirement Group LLC SLYV Holdings History
Optimist Retirement Group LLC's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, Optimist Retirement Group LLC held 135,074.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $10.59 Mil. This investment constitutes 5.3% of their stock portfolio, and Optimist Retirement Group LLC now holds 0.29% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 5 purchases of SLYV, at an average price of $75.33, for a total of 135,074.00 shares. Based on historical transaction data and SLYV's current price of $84.22, Optimist Retirement Group LLC's estimated gain on his SLYV holdings is $1.20 Mil, reflecting a 11.80% gain to date.
Optimist Retirement Group LLC SLYV ($84.22) Holding Chart
Optimist Retirement Group LLC SLYV ($84.22) 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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