Obsidian Personal Planning Solutions’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Obsidian Personal Planning Solutions’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,832	Closed	-$209K	–	79
2023 Q2	$209K	Buy	+3,832	New	+$198K	0.26%	70

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFP

Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

Obsidian Personal Planning Solutions's SPTM Position: Q3 2023 in Review

Obsidian Personal Planning Solutions sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2023, closing a stake of 3,832 shares — an estimated $209K sold.

Obsidian Personal Planning Solutions first reported a position in SPTM in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 507 funds tracked by Wall St. Rank hold SPTM as of Q3 2023.

Obsidian Personal Planning Solutions reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Obsidian Personal Planning Solutions sold 3,832 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2023, an estimated $209K.
Obsidian Personal Planning Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and held it in 1 quarter.
Obsidian Personal Planning Solutions's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $209K in Q2 2023.
507 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2023.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2023, filed 16 Nov 2023.