Obsidian Personal Planning Solutions LLC Spdr Portfolio Transaction History

Obsidian Personal Planning Solutions LLC

$196 Million
Q4 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 95,484 shares of SPYG stock, worth $7.83 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares

95,484

Previous 91,229 4.66%

Holding current value

$7.83 Million

Previous $7.57 Million 10.93%

% of portfolio

4.28%

Previous 3.74%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$81.74 - $91.38 $347,803 - $388,821	4,255 Added 4.66%	95,484 $8.39 Million
Q3 2024 Nov 06, 2024	BUY	$73.38 - $84.1 $416,064 - $476,846	5,670 Added 6.63%	91,229 $7.57 Million
Q2 2024 Jul 25, 2024	BUY	$68.71 - $80.95 $362,513 - $427,092	5,276 Added 6.57%	85,559 $6.86 Million
Q1 2024 May 09, 2024	SELL	$63.12 - $73.73 $1.18 Million - $1.38 Million	-18,737 Reduced 18.92%	80,283 $5.87 Million
Q4 2023 Jan 31, 2024	BUY	$57.02 - $65.3 $232,983 - $266,815	4,086 Added 4.3%	99,020 $6.44 Million
Q3 2023 Nov 27, 2023	BUY	$58.97 - $62.89 $579,616 - $618,145	9,829 Added 11.55%	94,934 $5.63 Million
Q3 2023 Nov 15, 2023	BUY	$58.97 - $62.89 $399,934 - $426,519	6,782 Added 8.66%	85,105 $5.05 Million
Q1 2023 Apr 11, 2023	BUY	$49.61 - $55.36 $44,202 - $49,325	891 Added 1.15%	78,323 $4.34 Million
Q4 2022 Jan 18, 2023	BUY	$49.14 - $55.07 $232,383 - $260,426	4,729 Added 6.5%	77,432 $3.92 Million
Q3 2022 Oct 11, 2022	SELL	$50.1 - $61.86 $1.86 Million - $2.3 Million	-37,167 Reduced 33.83%	72,703 $3.64 Million
Q2 2022 Jul 19, 2022	BUY	$50.47 - $67.39 $5.55 Million - $7.4 Million	109,870 New	109,870 $5.74 Million

Others Institutions Holding SPYG

# of Institutions

1,220

Shares Held

327M

Call Options Held

1.22M

Put Options Held

95.9K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

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 Portfolio Transaction History