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

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

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 30,188 shares of SPDW stock, worth $1.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
30,188
Holding current value
$1.1 Million
% of portfolio
0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,039
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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