Golden State Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 7,627 shares of SDY stock, worth $1.02 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,627

Previous 4,198 81.68%

Holding current value

$1.02 Million

Previous $538,000 187186.43%

% of portfolio

0.15%

Previous 0.11%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$131.66 - $144.0 $451,462 - $493,776	3,429 Added 81.68%	7,627 $1.01 Billion
Q1 2022 May 19, 2022	BUY	$121.65 - $130.75 $510,686 - $548,888	4,198 New	4,198 $538,000
Q1 2022 May 16, 2022	SELL	$121.65 - $130.75 $497,548 - $534,767	-4,090 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$118.81 - $129.12 $485,932 - $528,100	4,090 New	4,090 $528,000
Q1 2021 May 14, 2021	SELL	$104.47 - $119.79 $848,191 - $972,575	-8,119 Closed	0 $0
Q4 2020 Jan 28, 2021	SELL	$91.76 - $107.36 $924,482 - $1.08 Million	-10,075 Reduced 55.38%	8,119 $860,000
Q3 2020 Nov 12, 2020	BUY	$88.24 - $98.33 $79,239 - $88,300	898 Added 5.19%	18,194 $1.68 Million
Q2 2020 Aug 13, 2020	BUY	$76.15 - $100.68 $1.12 Million - $1.48 Million	14,656 Added 555.15%	17,296 $1.58 Million
Q2 2020 Aug 11, 2020	BUY	$76.15 - $100.68 $169,890 - $224,617	2,231 Added 545.48%	2,640 $241,000
Q1 2020 Apr 17, 2020	BUY	$68.26 - $108.76 $27,918 - $44,482	409 New	409 $33,000

Others Institutions Holding SDY

# of Institutions

1,319

Shares Held

73.3M

Call Options Held

42.1K

Put Options Held

37.4K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Golden State Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History