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

Obsidian Personal Planning Solutions LLC

$223 Million
Q1 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 129,341 shares of SPEM stock, worth $5.66 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares

129,341

Previous 142,746 9.39%

Holding current value

$5.66 Million

Previous $5.48 Million 7.03%

% of portfolio

2.28%

Previous 2.79%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	SELL	$37.07 - $40.63 $496,923 - $544,645	-13,405 Reduced 9.39%	129,341 $5.09 Million
Q4 2024 Feb 13, 2025	BUY	$38.37 - $42.82 $334,279 - $373,047	8,712 Added 6.5%	142,746 $5.48 Million
Q3 2024 Nov 06, 2024	BUY	$36.02 - $41.68 $719,283 - $832,307	19,969 Added 17.51%	134,034 $5.53 Million
Q2 2024 Jul 25, 2024	BUY	$35.3 - $38.79 $342,374 - $376,224	9,699 Added 9.29%	114,065 $4.3 Million
Q1 2024 May 09, 2024	BUY	$33.69 - $36.47 $1.48 Million - $1.6 Million	43,862 Added 72.49%	104,366 $3.78 Million
Q4 2023 Jan 31, 2024	BUY	$32.26 - $35.46 $548 - $602	17 Added 0.03%	60,504 $2.14 Million
Q3 2023 Nov 27, 2023	BUY	$33.36 - $36.37 $358,986 - $391,377	10,761 Added 21.64%	60,487 $2.03 Million
Q3 2023 Nov 15, 2023	BUY	$33.36 - $36.37 $136,809 - $149,153	4,101 Added 8.99%	49,726 $1.67 Million
Q1 2023 Apr 11, 2023	BUY	$32.49 - $36.44 $74,791 - $83,884	2,302 Added 5.31%	45,625 $1.56 Million
Q4 2022 Jan 18, 2023	BUY	$30.18 - $34.51 $11,106 - $12,699	368 Added 0.86%	43,323 $1.43 Million
Q3 2022 Oct 11, 2022	BUY	$31.04 - $35.55 $53,512 - $61,288	1,724 Added 4.18%	42,955 $1.33 Million
Q2 2022 Jul 19, 2022	BUY	$33.85 - $40.03 $1.4 Million - $1.65 Million	41,231 New	41,231 $1.43 Million

Others Institutions Holding SPEM

# of Institutions

933

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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