Golden State Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,929 shares of SPGM stock, worth $208,164. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,929

Holding current value

$208,164

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	BUY	$55.5 - $69.0 $162,559 - $202,101	2,929 New	2,929 $202 Million
Q4 2024 Jan 28, 2025	SELL	$63.23 - $66.65 $2.3 Million - $2.42 Million	-36,329 Closed	0 $0
Q1 2022 May 19, 2022	BUY	$50.64 - $58.29 $1.84 Million - $2.12 Million	36,329 New	36,329 $1.99 Million
Q1 2022 May 16, 2022	SELL	$50.64 - $58.29 $1.84 Million - $2.12 Million	-36,410 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$54.48 - $58.88 $1.98 Million - $2.14 Million	36,410 New	36,410 $2.11 Million
Q4 2020 Jan 28, 2021	SELL	$42.03 - $49.28 $150,509 - $176,471	-3,581 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$39.86 - $45.37 $142,738 - $162,469	3,581 New	3,581 $155,000
Q2 2020 Aug 11, 2020	SELL	$32.02 - $41.32 $14,729 - $19,007	-460 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$29.16 - $44.16 $13,413 - $20,313	460 New	460 $15,000

Others Institutions Holding SPGM

# of Institutions

150

Shares Held

8.43M

Call Options Held

Put Options Held

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About SPDR INDEX SHS FDS S SPDR PORT

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Golden State Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History