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Obsidian Personal Planning Solutions’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Obsidian Personal Planning Solutions’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$11.1M Buy
102,330
+2,477
+2% +$247K 3.84% 8
2025
Q2 		$9.52M Buy
99,853
+2,530
+3% +$217K 3.85% 8
2025
Q1 		$7.98M Buy
97,323
+1,839
+2% +$161K 3.56% 9
2024
Q4 		$8.61M Buy
95,484
+4,255
+5% +$368K 4.16% 5
2024
Q3 		$7.51M Buy
91,229
+5,670
+7% +$453K 3.93% 6
2024
Q2 		$6.86M Buy
85,559
+5,276
+7% +$394K 4.18% 6
2024
Q1 		$5.65M Sell
80,283
-18,737
-19% -$1.3M 3.71% 9
2023
Q4 		$6.44M Buy
99,020
+4,086
+4% +$252K 4.9% 6
2023
Q3 		$5.63M Buy
94,934
+9,829
+12% +$602K 4.81% 6
2023
Q2 		$5.19M Buy
85,105
+6,782
+9% +$389K 6.39% 3
2023
Q1 		$4.34M Buy
78,323
+891
+1% +$47.2K 6.32% 4
2022
Q4 		$3.92M Buy
77,432
+4,729
+7% +$246K 6.29% 5
2022
Q3 		$3.64M Sell
72,703
-37,167
-34% -$2.09M 6.66% 4
2022
Q2 		$5.74M Buy
+109,870
New +$6.3M 9.79% 2

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Obsidian Personal Planning Solutions's SPYG Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.5% in Q3 2025, buying an estimated $247K and bringing the position to 102,330 shares worth $11.1M. The position accounts for 3.84% of the portfolio, ranked #8.

Obsidian Personal Planning Solutions first reported a position in SPYG in Q2 2022 and has held it in 14 quarters since. 1,217 funds tracked by Wall St. Rank hold SPYG as of Q3 2025.

  • Obsidian Personal Planning Solutions held 102,330 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.1M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 2,477 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q3 2025, an estimated $247K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 3.84% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #8 holding.
  • Obsidian Personal Planning Solutions first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 14 quarters since.
  • 1,217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.