ORG
Optimist Retirement Group’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
5,547
+5
| +0.1% | +$213 | 0.11% | 102 |
|
|
2025
Q1 | $226K | Buy |
5,542
+4
| +0.1% | +$163 | 0.11% | 103 |
|
|
2024
Q4 | $249K | Sell |
5,538
-600
| -10% | -$27K | 0.12% | 89 |
|
|
2024
Q3 | $279K | Buy |
6,138
+5
| +0.1% | +$228 | 0.13% | 68 |
|
|
2024
Q2 | $255K | Buy |
6,133
+5
| +0.1% | +$208 | 0.13% | 65 |
|
|
2024
Q1 | $264K | Buy |
6,128
+4
| +0.1% | +$172 | 0.14% | 69 |
|
|
2023
Q4 | $258K | Buy |
+6,124
| New | +$258K | 0.17% | 60 |
|