A detailed history of Golden State Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Retail stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 459 shares of XRT stock, worth $37,073. This represents 0.0% of its overall portfolio holdings.

Number of Shares
459
Previous 523 12.24%
Holding current value
$37,073
Previous $36.2 Million 2.04%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

SELL
$62.11 - $78.98 $3,975 - $5,054
-64 Reduced 12.24%
459 $35.4 Million
Q1 2025

Apr 24, 2025

SELL
$66.62 - $81.69 $34,375 - $42,152
-516 Reduced 49.66%
523 $36.2 Million
Q1 2025

Apr 23, 2025

BUY
$66.62 - $81.69 $34,442 - $42,233
517 Added 99.04%
1,039 $71,000
Q4 2024

Jan 28, 2025

BUY
$74.89 - $84.46 $39,092 - $44,088
522 New
522 $41.6 Million

Others Institutions Holding XRT

About SPDR SERIES TR SPDR S&P RETAIL


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

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.