Golden State Wealth Management, LLC Spdr Portfolio S&P 500 Value E 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 Value E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 82,127 shares of SPYV stock, worth $4.39 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
82,127
Previous 164,425
50.05%
Holding current value
$4.39 Million
Previous $8.4 Million
49849.4%
% of portfolio
0.62%
Previous 0.63%
Shares
3 transactions
Others Institutions Holding SPYV
# of Institutions
1,127Shares Held
455MCall Options Held
259KPut Options Held
30.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.8MShares$4.22 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.8MShares$2.29 Billion0.89% of portfolio
-
Allworth Financial LP16.2MShares$867 Million4.76% of portfolio
-
Morgan Stanley New York, NY9.81MShares$525 Million0.04% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.98MShares$480 Million0.13% of portfolio