Golden State Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 81,252 shares of SPYV stock, worth $4.33 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
81,252
Previous 82,127
1.07%
Holding current value
$4.33 Million
Previous $4.19 Billion
1.4%
% of portfolio
0.52%
Previous 0.62%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,139Shares Held
440MCall Options Held
259KPut Options Held
32.3K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.2 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.41 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$887 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.81MShares$523 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$479 Million0.13% of portfolio