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

Obsidian Personal Planning Solutions LLC

$153 Million
Q1 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 193,158 shares of SPDW stock, worth $6.8 Million. This represents 4.53% of its overall portfolio holdings.

Number of Shares

193,158

Previous 191,269 0.99%

Holding current value

$6.8 Million

Previous $6.51 Million 6.41%

% of portfolio

4.53%

Previous 4.95%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$27.34 - $31.02 $5,850 - $6,638	214 Added 0.15%	138,871 $4.12 Million
Q3 2022 Oct 11, 2022	BUY	N/A	9,014 Added 6.95%	138,657 $3.58 Million
Q2 2022 Jul 19, 2022	BUY	N/A	129,643 New	129,643 $3.74 Million

Others Institutions Holding SPDW

# of Institutions

898

Shares Held

469M

Call Options Held

4.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Obsidian Personal Planning Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Obsidian Personal Planning Solutions LLC with notifications on news.

Account

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