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

Obsidian Personal Planning Solutions LLC

$283 Million
Q3 2025

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 278,664 shares of SPDW stock, worth $12.2 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares

278,664

Previous 269,316 3.47%

Holding current value

$12.2 Million

Previous $10.9 Million 9.35%

% of portfolio

4.22%

Previous 4.47%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$39.8 - $42.86 $372,050 - $400,655	9,348 Added 3.47%	278,664 $11.9 Million
Q2 2025 Aug 13, 2025	BUY	$32.66 - $40.75 $231,755 - $289,162	7,096 Added 2.71%	269,316 $10.9 Million
Q1 2025 May 16, 2025	BUY	$33.84 - $37.77 $608,612 - $679,293	17,985 Added 7.36%	262,220 $9.55 Million
Q4 2024 Feb 13, 2025	BUY	$34.13 - $37.35 $586,421 - $641,747	17,182 Added 7.57%	244,235 $8.34 Million
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

1,194

Shares Held

610M

Call Options Held

5.2K

Put Options Held

13K

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