A detailed history of Obsidian Personal Planning Solutions LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 2,618 shares of XLK stock, worth $754,376. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,618
Previous 2,631 0.49%
Holding current value
$754,376
Previous $666,000 10.66%
% of portfolio
0.26%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$250.97 - $282.66 $3,262 - $3,674
-13 Reduced 0.49%
2,618 $737,000
Q2 2025

Aug 13, 2025

BUY
$179.73 - $253.23 $29,835 - $42,036
166 Added 6.73%
2,631 $666,000
Q1 2025

May 16, 2025

SELL
$206.38 - $242.18 $1,031 - $1,210
-5 Reduced 0.2%
2,465 $508,000
Q2 2024

Jul 25, 2024

BUY
$192.53 - $231.41 $4,813 - $5,785
25 Added 1.02%
2,470 $558,000
Q1 2024

May 09, 2024

BUY
$184.12 - $211.02 $62,784 - $71,957
341 Added 16.21%
2,445 $509,000
Q3 2023

Nov 27, 2023

SELL
$161.97 - $180.26 $85,520 - $95,177
-528 Reduced 20.06%
2,104 $344,000
Q3 2023

Nov 15, 2023

BUY
$161.97 - $180.26 $110,949 - $123,478
685 Added 35.18%
2,632 $431,000
Q1 2023

Apr 11, 2023

BUY
$121.18 - $151.01 $235,937 - $294,016
1,947 New
1,947 $294,000
Q2 2022

Jul 19, 2022

BUY
$123.49 - $161.47 $753,782 - $985,612
6,104 New
6,104 $776,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Obsidian Personal Planning Solutions LLC Portfolio

Follow Obsidian Personal Planning Solutions LLC and customize your updates to receive the information that matters most to you.

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.