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

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

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 2,340 shares of SPTM stock, worth $171,358. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,340
Holding current value
$171,358
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
660
Shares Held
91.8M
Call Options Held
11.9K
Put Options Held
700
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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