Optimist Retirement Group LLC SPYG Holdings History
Optimist Retirement Group LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Optimist Retirement Group LLC held 145,595.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $11.70 Mil. This investment constitutes 5.86% of their stock portfolio, and Optimist Retirement Group LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $74.94 for 22,383.00 shares. Based on historical transaction data and SPYG's current price of $97.75, Optimist Retirement Group LLC's estimated gain on his SPYG holdings is $5.55 Mil, reflecting a 53.58% gain to date.
Optimist Retirement Group LLC SPYG ($97.75) Holding Chart
Optimist Retirement Group LLC SPYG ($97.75) 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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