Golden State Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 29,938 shares of SPDW stock, worth $1.13 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

29,938

Previous 59,872 50.0%

Holding current value

$1.13 Million

Previous $2.18 Million 49925.47%

% of portfolio

0.16%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$33.84 - $37.77 $1.01 Million - $1.13 Million	-29,934 Reduced 50.0%	29,938 $1.09 Billion
Q1 2025 Apr 23, 2025	BUY	$33.84 - $37.77 $1 Million - $1.12 Million	29,684 Added 98.33%	59,872 $2.18 Million
Q4 2024 Jan 28, 2025	BUY	$34.13 - $37.35 $761,781 - $833,652	22,320 Added 283.68%	30,188 $1.03 Billion
Q1 2021 May 14, 2021	SELL	$33.6 - $35.9 $6,014 - $6,426	-179 Reduced 2.22%	7,868 $278,000
Q4 2020 Jan 28, 2021	SELL	$28.3 - $34.03 $20,177 - $24,263	-713 Reduced 8.14%	8,047 $272,000
Q3 2020 Nov 12, 2020	BUY	$27.73 - $30.19 $242,914 - $264,464	8,760 New	8,760 $256,000
Q2 2020 Aug 11, 2020	SELL	$22.87 - $29.3 $203,291 - $260,447	-8,889 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$20.71 - $31.78 $184,091 - $282,492	8,889 New	8,889 $213,000

Others Institutions Holding SPDW

# of Institutions

1,065

Shares Held

549M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Golden State Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History