Golden State Equity Partners Spdr Portfolio Transaction History
Golden State Equity Partners
- $491 Million
- Q1 2025
A detailed history of Golden State Equity Partners transactions in Spdr Portfolio stock. As of the latest transaction made, Golden State Equity Partners holds 4,231 shares of SPMD stock, worth $233,085. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,231
Previous 6,044
30.0%
Holding current value
$233,085
Previous $330,000
34.55%
% of portfolio
0.04%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding SPMD
# of Institutions
743Shares Held
217MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.41 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$985 Million2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$722 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$363 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$351 Million4.98% of portfolio