ORG
Optimist Retirement Group’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
4,806
+4
| +0.1% | +$218 | 0.13% | 95 |
|
|
2025
Q1 | $246K | Buy |
4,802
+3
| +0.1% | +$154 | 0.12% | 88 |
|
|
2024
Q4 | $262K | Sell |
4,799
-203
| -4% | -$11.1K | 0.12% | 79 |
|
|
2024
Q3 | $274K | Buy |
5,002
+3
| +0.1% | +$164 | 0.12% | 70 |
|
|
2024
Q2 | $256K | Buy |
4,999
+4
| +0.1% | +$205 | 0.13% | 64 |
|
|
2024
Q1 | $266K | Sell |
4,995
-533
| -10% | -$28.4K | 0.14% | 67 |
|
|
2023
Q4 | $269K | Buy |
+5,528
| New | +$269K | 0.17% | 58 |
|