Golden State Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	SELL	$63.23 - $66.65 $2.3 Million - $2.42 Million	-36,329 Closed	0 $0
Q1 2022 May 19, 2022	BUY	$50.64 - $58.29 $1.84 Million - $2.12 Million	36,329 New	36,329 $1.99 Million
Q1 2022 May 16, 2022	SELL	$50.64 - $58.29 $1.84 Million - $2.12 Million	-36,410 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$54.48 - $58.88 $1.98 Million - $2.14 Million	36,410 New	36,410 $2.11 Million
Q4 2020 Jan 28, 2021	SELL	$42.03 - $49.28 $150,509 - $176,471	-3,581 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$39.86 - $45.37 $142,738 - $162,469	3,581 New	3,581 $155,000
Q2 2020 Aug 11, 2020	SELL	$32.02 - $41.32 $14,729 - $19,007	-460 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$29.16 - $44.16 $13,413 - $20,313	460 New	460 $15,000

Others Institutions Holding SPGM

# of Institutions

143

Shares Held

9.64M

Call Options Held

0

Put Options Held

0

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

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.