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Spdr Ser Tr cmn shares owned by Optimist Retirement Group

Quarter-by-quarter ownership of Spdr Ser Tr cmn (SMLV) shares owned by Optimist Retirement Group from 13F filings

Historical chart of Optimist Retirement Group investment in Spdr Ser Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr cmn held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr cmn by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 1.3k 157.36

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str Sp600grwo (SLYG)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust St Str P500val (SPYV)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Kla Corp Com New (KLAC)
Vanguard Index Fds Small Cp Etf (VB)
Eli Lilly & Co. (LLY)
Abbvie (ABBV)
Bhp Billiton Sponsored Ads (BHP)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Optimist Retirement Group

Top funds holding Spdr Ser Tr cmn

Howard Capital Management
DORVAL Corp
Cambridge Investment Research Advisors
Advisor Group Holdings
McKinney Capital Management
LPL Financial
AQR Capital Management
Roan Capital Partners
UBS Group
Cetera Investment Advisers
Envestnet Asset Management
McNaughton Wealth Management
Commonwealth Equity Services
Johnson & White Wealth Management
Bank of America Corporation

View all funds holding Spdr Ser Tr cmn