Optimist Retirement Group LLC SPYV Holdings History
Optimist Retirement Group LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Optimist Retirement Group LLC held 232,929.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $11.90 Mil. This investment constitutes 5.95% of their stock portfolio, and Optimist Retirement Group LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 3 purchases of SPYV, at an average price of $43.53, for a total of 237,886.00 shares. In addition, there have been 2 sales at an average price of $47.79 for 4,957.00 shares. Based on historical transaction data and SPYV's current price of $53.60, Optimist Retirement Group LLC's estimated gain on his SPYV holdings is $2.37 Mil, reflecting a 22.85% gain to date.
Optimist Retirement Group LLC SPYV ($53.60) Holding Chart
Optimist Retirement Group LLC SPYV ($53.60) 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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