Optimist Retirement Group LLC SPEM Holdings History
Optimist Retirement Group LLC's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2025-03-31, Optimist Retirement Group LLC held 155,825.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $6.13 Mil. This investment constitutes 3.07% of their stock portfolio, and Optimist Retirement Group LLC now holds 0.06% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2023Q4. And since then Optimist Retirement Group LLC has made 4 purchases of SPEM, at an average price of $34.47, for a total of 155,987.00 shares. In addition, there have been 1 sales at an average price of $39.22 for 162.00 shares. Based on historical transaction data and SPEM's current price of $44.22, Optimist Retirement Group LLC's estimated gain on his SPEM holdings is $1.52 Mil, reflecting a 28.26% gain to date.
Optimist Retirement Group LLC SPEM ($44.22) Holding Chart
Optimist Retirement Group LLC SPEM ($44.22) 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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