Golden State Wealth Management, LLC 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 Portfolio stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 52,014 shares of SPMD stock, worth $2.95 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

52,014

Previous 122,209 57.44%

Holding current value

$2.95 Million

Previous $5.76 Million 49260.35%

% of portfolio

0.43%

Previous 1.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$54.13 - $59.56 $3.8 Million - $4.18 Million	-70,195 Reduced 57.44%	52,014 $2.84 Billion
Q1 2022 May 19, 2022	BUY	$44.15 - $50.14 $1.67 Million - $1.9 Million	37,891 Added 44.94%	122,209 $5.76 Million
Q1 2022 May 16, 2022	SELL	$44.15 - $50.14 $15,011 - $17,047	-340 Reduced 0.4%	84,318 $3.86 Million
Q4 2021 Feb 14, 2022	BUY	$46.63 - $50.95 $390,759 - $426,961	8,380 Added 10.99%	84,658 $4.21 Million
Q3 2021 Nov 15, 2021	BUY	$45.05 - $48.67 $169,838 - $183,485	3,770 Added 5.2%	76,278 $3.52 Million
Q2 2021 Aug 12, 2021	SELL	$45.87 - $48.58 $541,724 - $573,729	-11,810 Reduced 14.01%	72,508 $3.42 Million
Q1 2021 May 14, 2021	BUY	$39.79 - $47.1 $581,053 - $687,801	14,603 Added 20.95%	84,318 $3.86 Million
Q4 2020 Jan 28, 2021	BUY	$33.07 - $40.57 $2.31 Million - $2.83 Million	69,715 New	69,715 $2.82 Million
Q2 2020 Aug 11, 2020	SELL	$23.46 - $34.21 $11,120 - $16,215	-474 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$21.39 - $37.02 $10,138 - $17,547	474 New	474 $12,000

Others Institutions Holding SPMD

# of Institutions

670

Shares Held

189M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

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Golden State Wealth Management, LLC Spdr Portfolio Transaction History