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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025

SELL
$49.78 - $53.19 $4.1 Million - $4.38 Million
-82,298 Reduced 50.05%
82,127 $4.19 Billion
Q1 2025

Apr 23, 2025

BUY
$49.78 - $53.19 $4.12 Million - $4.4 Million
82,803 Added 101.45%
164,425 $8.4 Million
Q4 2024

Jan 28, 2025

BUY
$51.09 - $55.27 $4.17 Million - $4.51 Million
81,622 New
81,622 $4.17 Billion

Others Institutions Holding SPYV

About SPDR PORTFOLIO S&P 500 VALUE E


  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.