Golden State Wealth Management, LLC Spdr Portfolio Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
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 62,306 shares of SPMD stock, worth $3.51 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
62,306
Previous 68,684
9.29%
Holding current value
$3.51 Million
Previous $3.52 Billion
3.61%
% of portfolio
0.41%
Previous 0.52%
Shares
13 transactions
Others Institutions Holding SPMD
# of Institutions
794Shares Held
226MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.68 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.08 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$714 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$386 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio