A detailed history of Golden State Equity Partners transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Golden State Equity Partners holds 1,184 shares of SPY stock, worth $650,738. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,184
Previous 1,057 12.02%
Holding current value
$650,738
Previous $502,000 28.29%
% of portfolio
0.14%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$495.16 - $548.49 $62,885 - $69,658
127 Added 12.02%
1,184 $644,000
Q4 2023

Feb 02, 2024

BUY
$410.68 - $476.69 $6,570 - $7,627
16 Added 1.54%
1,057 $502,000
Q3 2023

Oct 20, 2023

BUY
$425.88 - $457.79 $41,310 - $44,405
97 Added 10.28%
1,041 $445,000
Q2 2023

Jul 19, 2023

BUY
$404.36 - $443.28 $381,715 - $418,456
944 New
944 $418,000
Q4 2021

Feb 11, 2022

SELL
$428.64 - $477.48 $315,050 - $350,947
-735 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
$424.97 - $453.19 $1.39 Million - $1.48 Million
-3,270 Reduced 81.65%
735 $315,000
Q2 2021

Aug 12, 2021

BUY
$400.61 - $428.06 $1.6 Million - $1.71 Million
4,005 New
4,005 $1.71 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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