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 4,294 shares of SPEM stock, worth $165,447. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,294
Previous 18,031 76.19%
Holding current value
$165,447
Previous $697,000 23539.02%
% of portfolio
0.02%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$38.37 - $42.82 $527,088 - $588,218
-13,737 Reduced 76.19%
4,294 $165 Million
Q1 2022

May 19, 2022
BUY
$35.69 - $43.02 $643,526 - $775,693
18,031 New
18,031 $697,000
Q4 2020

Jan 28, 2021
SELL
$36.44 - $42.49 $109,830 - $128,064
-3,014 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$33.84 - $37.9 $101,993 - $114,230
3,014 New
3,014 $110,000
Q2 2020

Aug 11, 2020
SELL
$27.38 - $34.3 $82,468 - $103,311
-3,012 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$25.76 - $38.65 $77,589 - $116,413
3,012 New
3,012 $86,000

Others Institutions Holding SPEM

# of Institutions
819
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email