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

Golden State Wealth Management, LLC

$906 Billion
Q3 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 28,133 shares of SPDW stock, worth $1.23 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

28,133

Previous 23,911 17.66%

Holding current value

$1.23 Million

Previous $968 Million 24.34%

% of portfolio

0.13%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$39.8 - $42.86 $168,035 - $180,954	4,222 Added 17.66%	28,133 $1.2 Billion
Q2 2025 Aug 06, 2025	SELL	$32.66 - $40.75 $196,841 - $245,600	-6,027 Reduced 20.13%	23,911 $968 Million
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

1,192

Shares Held

608M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
Industry ETFs

More about SPDW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Account

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