Golden State Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 7,133 shares of SPEM stock, worth $305,007. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,133

Previous 14,266 50.0%

Holding current value

$305,007

Previous $561,000 49958.65%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$37.07 - $40.63 $264,420 - $289,813	-7,133 Reduced 50.0%	7,133 $281 Million
Q1 2025 Apr 23, 2025	BUY	$37.07 - $40.63 $369,662 - $405,162	9,972 Added 232.23%	14,266 $561,000
Q4 2024 Jan 28, 2025	SELL	$38.37 - $42.82 $527,088 - $588,218	-13,737 Reduced 76.19%	4,294 $165 Million
Q1 2022 May 19, 2022	BUY	$35.69 - $43.02 $643,526 - $775,693	18,031 New	18,031 $697,000
Q4 2020 Jan 28, 2021	SELL	$36.44 - $42.49 $109,830 - $128,064	-3,014 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$33.84 - $37.9 $101,993 - $114,230	3,014 New	3,014 $110,000
Q2 2020 Aug 11, 2020	SELL	$27.38 - $34.3 $82,468 - $103,311	-3,012 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$25.76 - $38.65 $77,589 - $116,413	3,012 New	3,012 $86,000

Others Institutions Holding SPEM

# of Institutions

910

Shares Held

208M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Golden State Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History