Golden State Wealth Management, LLC Spdr Portfolio S&P 600 Small C 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 600 Small C stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 60,758 shares of SPSM stock, worth $2.37 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

60,758

Previous 121,857 50.14%

Holding current value

$2.37 Million

Previous $4.97 Million 49769.27%

% of portfolio

0.37%

Previous 0.37%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$40.03 - $46.81 $2.45 Million - $2.86 Million	-61,099 Reduced 50.14%	60,758 $2.48 Billion
Q1 2025 Apr 23, 2025	BUY	$40.03 - $46.81 $2.73 Million - $3.19 Million	68,246 Added 127.3%	121,857 $4.97 Million
Q4 2024 Jan 28, 2025	BUY	$44.33 - $49.55 $1.78 Million - $1.99 Million	40,152 Added 298.33%	53,611 $2.41 Billion
Q1 2022 May 19, 2022	SELL	$39.91 - $45.5 $1.43 Million - $1.63 Million	-35,764 Reduced 72.66%	13,459 $566,000
Q1 2022 May 16, 2022	BUY	$39.91 - $45.5 $1.26 Million - $1.44 Million	31,658 Added 180.23%	49,223 $2.08 Million
Q4 2021 Feb 14, 2022	SELL	$42.23 - $46.94 $16,427 - $18,259	-389 Reduced 2.17%	17,565 $785,000
Q3 2021 Nov 15, 2021	BUY	$40.71 - $44.23 $16,853 - $18,311	414 Added 2.36%	17,954 $765,000
Q2 2021 Aug 12, 2021	SELL	$41.43 - $45.3 $1.31 Million - $1.44 Million	-31,683 Reduced 64.37%	17,540 $771,000
Q1 2021 May 14, 2021	BUY	$35.43 - $44.75 $51,267 - $64,753	1,447 Added 3.03%	49,223 $2.08 Million
Q4 2020 Jan 28, 2021	BUY	$27.77 - $35.98 $1.2 Million - $1.56 Million	43,371 Added 984.59%	47,776 $1.71 Million
Q3 2020 Nov 12, 2020	BUY	$25.57 - $29.57 $112,635 - $130,255	4,405 New	4,405 $121,000
Q2 2020 Aug 11, 2020	SELL	$19.87 - $29.39 $88,421 - $130,785	-4,450 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$18.96 - $33.37 $84,372 - $148,496	4,450 New	4,450 $97,000

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

218M

Call Options Held

94.2K

Put Options Held

14.4K

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About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Golden State Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History