Golden State Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 123 shares of SPTM stock, worth $8,223. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 246 50.0%
Holding current value
$8,223
Previous $16,000 52475.0%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
SELL
$67.03 - $74.61 $8,244 - $9,177
-123 Reduced 50.0%
123 $8.41 Million
Q1 2025

Apr 23, 2025
SELL
$67.03 - $74.61 $140,360 - $156,233
-2,094 Reduced 89.49%
246 $16,000
Q4 2024

Jan 28, 2025
BUY
$69.3 - $74.3 $162,162 - $173,862
2,340 New
2,340 $167 Million
Q4 2020

Jan 28, 2021
SELL
$39.96 - $46.09 $75,684 - $87,294
-1,894 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$37.97 - $43.65 $71,915 - $82,673
1,894 New
1,894 $77,000
Q2 2020

Aug 11, 2020
SELL
$29.99 - $39.74 $56,801 - $75,267
-1,894 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$27.12 - $41.81 $51,365 - $79,188
1,894 New
1,894 $60,000

Others Institutions Holding SPTM

# of Institutions
680
Shares Held
91.6M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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