Golden State Equity Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History

Golden State Equity Partners

$491 Million
Q1 2025

A detailed history of Golden State Equity Partners transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Golden State Equity Partners holds 27,160 shares of SPDW stock, worth $1.07 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

27,160

Previous 22,811 19.07%

Holding current value

$1.07 Million

Previous $778,000 26.99%

% of portfolio

0.2%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$33.84 - $37.77 $147,170 - $164,261	4,349 Added 19.07%	27,160 $988,000
Q4 2024 Jan 24, 2025	BUY	$34.13 - $37.35 $774,477 - $847,546	22,692 Added 19068.91%	22,811 $778,000
Q3 2024 Oct 29, 2024	SELL	$33.74 - $37.96 $772,308 - $868,904	-22,890 Reduced 99.48%	119 $4,000
Q3 2024 Oct 25, 2024	SELL	$33.74 - $37.96 $18,590 - $20,915	-551 Reduced 2.34%	23,009 $864,000
Q2 2024 Jul 29, 2024	BUY	$34.2 - $36.64 $109,098 - $116,881	3,190 Added 15.66%	23,560 $826,000
Q4 2023 Feb 02, 2024	BUY	$29.46 - $34.07 $368,161 - $425,772	12,497 Added 158.73%	20,370 $692,000
Q3 2023 Oct 20, 2023	BUY	$30.88 - $33.58 $243,118 - $264,375	7,873 New	7,873 $244,000

Others Institutions Holding SPDW

# of Institutions

1,085

Shares Held

550M

Call Options Held

3.1K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

Golden State Equity Partners Spdr Ser Tr Fds Spdr Portfolio Transaction History