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 134,034 shares of SPEM stock, worth $5.2 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
134,034
Previous 114,065 17.51%
Holding current value
$5.2 Million
Previous $4.3 Million 28.77%
% of portfolio
2.73%
Previous 2.7%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
813
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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