OPPS
Obsidian Personal Planning Solutions’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Buy |
99,853
+2,530
| +3% | +$241K | 3.85% | 8 |
|
|
2025
Q1 | $7.98M | Buy |
97,323
+1,839
| +2% | +$151K | 3.56% | 9 |
|
|
2024
Q4 | $8.61M | Buy |
95,484
+4,255
| +5% | +$384K | 4.16% | 5 |
|
|
2024
Q3 | $7.51M | Buy |
91,229
+5,670
| +7% | +$467K | 3.93% | 6 |
|
|
2024
Q2 | $6.86M | Buy |
85,559
+5,276
| +7% | +$423K | 4.18% | 6 |
|
|
2024
Q1 | $5.65M | Sell |
80,283
-18,737
| -19% | -$1.32M | 3.71% | 9 |
|
|
2023
Q4 | $6.44M | Buy |
99,020
+4,086
| +4% | +$266K | 4.9% | 6 |
|
|
2023
Q3 | $5.63M | Buy |
94,934
+9,829
| +12% | +$583K | 4.81% | 6 |
|
|
2023
Q2 | $5.19M | Buy |
85,105
+6,782
| +9% | +$414K | 6.39% | 3 |
|
|
2023
Q1 | $4.34M | Buy |
78,323
+891
| +1% | +$49.3K | 6.32% | 4 |
|
|
2022
Q4 | $3.92M | Buy |
77,432
+4,729
| +7% | +$240K | 6.29% | 5 |
|
|
2022
Q3 | $3.64M | Sell |
72,703
-37,167
| -34% | -$1.86M | 6.66% | 4 |
|
|
2022
Q2 | $5.74M | Buy |
+109,870
| New | +$5.74M | 9.79% | 2 |
|