Obsidian Personal Planning Solutions LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Obsidian Personal Planning Solutions LLC

  • $202 Million
  • Q3 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 227,053 shares of SPDW stock, worth $7.96 Million. This represents 4.21% of its overall portfolio holdings.

Number of Shares
227,053
Previous 204,067 11.26%
Holding current value
$7.96 Million
Previous $7.16 Million 19.14%
% of portfolio
4.21%
Previous 4.49%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$33.74 - $37.96 $775,547 - $872,548
22,986 Added 11.26%
227,053 $8.53 Million
Q2 2024

Jul 25, 2024
BUY
$34.2 - $36.64 $373,087 - $399,705
10,909 Added 5.65%
204,067 $7.16 Million
Q1 2024

May 09, 2024
BUY
$32.85 - $35.9 $62,053 - $67,815
1,889 Added 0.99%
193,158 $6.92 Million
Q4 2023

Jan 31, 2024
BUY
$29.46 - $34.07 $247,552 - $286,290
8,403 Added 4.6%
191,269 $6.51 Million
Q3 2023

Nov 27, 2023
BUY
$30.88 - $33.58 $873,904 - $950,314
28,300 Added 18.31%
182,866 $5.67 Million
Q3 2023

Nov 15, 2023
BUY
$30.88 - $33.58 $332,732 - $361,824
10,775 Added 7.49%
154,566 $4.79 Million
Q1 2023

Apr 11, 2023
BUY
$29.83 - $32.71 $146,763 - $160,933
4,920 Added 3.54%
143,791 $4.62 Million
Q4 2022

Jan 18, 2023
BUY
$25.7 - $31.02 $5,499 - $6,638
214 Added 0.15%
138,871 $4.12 Million
Q3 2022

Oct 11, 2022
BUY
$25.67 - $30.93 $231,389 - $278,803
9,014 Added 6.95%
138,657 $3.58 Million
Q2 2022

Jul 19, 2022
BUY
$28.57 - $34.74 $3.7 Million - $4.5 Million
129,643 New
129,643 $3.74 Million

Others Institutions Holding SPDW

# of Institutions
953
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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