Optimist Retirement Group »

Spdr S&p 500 Etf shares owned by Optimist Retirement Group

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Optimist Retirement Group from 13F filings

Historical chart of Optimist Retirement Group investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Optimist Retirement Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Spdr S&p 500 Etf by Optimist Retirement Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 3.3k 573.76
2024-06-30 $1.8M 3.3k 544.22
2024-03-31 $1.7M 3.3k 523.07
2023-12-31 $2.2M 4.6k 475.31

More positions owned by Optimist Retirement Group

Paccar (PCAR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eli Lilly & Co. (LLY)
H&R Block (HRB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)

View all positions for Optimist Retirement Group

Top funds holding Spdr S&p 500 Etf

Jane Street
Barclays
Citadel Advisors
Susquehanna International
Belvedere Trading
Jpmorgan Chase & Co
Bank of America Corporation
Goldman Sachs Group
Royal Bank of Canada
Morgan Stanley
Wolverine Trading
Wells Fargo & Company
International Assets Investment Management
Capstone Investment Advisors
Northern Trust

View all funds holding Spdr S&p 500 Etf