Golden State Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 110,116 shares of SPLG stock, worth $8.23 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares

110,116

Previous 215,045 48.79%

Holding current value

$8.23 Million

Previous $14.1 Million 51107.53%

% of portfolio

1.08%

Previous 1.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$64.88 - $72.1 $6.81 Million - $7.57 Million	-104,929 Reduced 48.79%	110,116 $7.24 Billion
Q1 2025 Apr 23, 2025	BUY	$64.88 - $72.1 $7.01 Million - $7.79 Million	108,035 Added 100.96%	215,045 $14.1 Million
Q4 2024 Jan 28, 2025	BUY	$66.77 - $71.52 $6.62 Million - $7.09 Million	99,179 Added 1266.49%	107,010 $7.38 Billion
Q1 2022 May 19, 2022	SELL	$48.98 - $56.19 $221,242 - $253,810	-4,517 Reduced 36.58%	7,831 $416,000
Q1 2022 May 16, 2022	SELL	$48.98 - $56.19 $160,164 - $183,741	-3,270 Reduced 20.94%	12,348 $575,000
Q4 2021 Feb 14, 2022	SELL	$50.43 - $56.16 $915,254 - $1.02 Million	-18,149 Reduced 53.75%	15,618 $872,000
Q3 2021 Nov 15, 2021	SELL	$49.95 - $53.29 $209,839 - $223,871	-4,201 Reduced 11.06%	33,767 $1.7 Million
Q2 2021 Aug 12, 2021	BUY	$47.08 - $50.33 $1.21 Million - $1.29 Million	25,620 Added 207.48%	37,968 $1.91 Million
Q1 2021 May 14, 2021	BUY	$43.36 - $46.72 $11,663 - $12,567	269 Added 2.23%	12,348 $575,000
Q4 2020 Jan 28, 2021	SELL	$38.37 - $43.96 $48,231 - $55,257	-1,257 Reduced 9.43%	12,079 $531,000
Q3 2020 Nov 12, 2020	BUY	$36.49 - $42.03 $486,630 - $560,512	13,336 New	13,336 $525,000
Q2 2020 Aug 11, 2020	SELL	$28.91 - $37.99 $372,736 - $489,805	-12,893 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$26.14 - $39.79 $337,023 - $513,012	12,893 New	12,893 $390,000

Others Institutions Holding SPLG

# of Institutions

1,434

Shares Held

637M

Call Options Held

939K

Put Options Held

863K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Golden State Wealth Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History