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

Golden State Equity Partners

$569 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$37.07 - $40.63 $1.04 Million - $1.14 Million	27,982 New	27,982 $1.1 Million
Q3 2024 Oct 29, 2024	BUY	$36.02 - $41.68 $1,548 - $1,792	43 New	43 $1,000

Others Institutions Holding SPEM

# of Institutions

963

Shares Held

226M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

22.9M
Shares

$1.08 Billion
0.84% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

18M
Shares

$846 Million
1.54% of portfolio
Lpl Financial LLC Fort Mill, SC

11.7M
Shares

$549 Million
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

10.9M
Shares

$514 Million
0.08% of portfolio
Allworth Financial LP

6.69M
Shares

$315 Million
1.42% of portfolio

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