ORG
Optimist Retirement Group’s SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
140,613
+5,539
| +4% | +$442K | 5.38% | 5 |
|
|
2025
Q1 | $10.6M | Buy |
135,074
+796
| +0.6% | +$62.4K | 5.3% | 5 |
|
|
2024
Q4 | $11.7M | Buy |
134,278
+5,757
| +4% | +$502K | 5.54% | 5 |
|
|
2024
Q3 | $11.2M | Buy |
128,521
+2,465
| +2% | +$214K | 5.04% | 5 |
|
|
2024
Q2 | $9.87M | Buy |
126,056
+1,233
| +1% | +$96.6K | 5.19% | 5 |
|
|
2024
Q1 | $10.4M | Buy |
124,823
+9,274
| +8% | +$769K | 5.32% | 5 |
|
|
2023
Q4 | $9.63M | Buy |
+115,549
| New | +$9.63M | 6.25% | 5 |
|