Golden State Wealth Management, LLC Energy Sector Spdr Transaction History

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 8,303 shares of XLE stock, worth $676,943. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,303
Previous 16,598 49.98%
Holding current value
$676,943
Previous $1.55 Million 49931.21%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Apr 24, 2025
SELL
$85.7 - $93.96 $710,881 - $779,398
-8,295 Reduced 49.98%
8,303 $776 Million
Q1 2025

Apr 23, 2025
BUY
$85.7 - $93.96 $534,082 - $585,558
6,232 Added 60.12%
16,598 $1.55 Million
Q4 2024

Jan 28, 2025
BUY
$83.32 - $97.27 $368,690 - $430,419
4,425 Added 74.48%
10,366 $888 Million
Q1 2022

May 16, 2022
SELL
$57.22 - $78.75 $181,616 - $249,952
-3,174 Reduced 34.82%
5,941 $291,000
Q4 2021

Feb 14, 2022
SELL
$53.01 - $59.14 $7,686 - $8,575
-145 Reduced 1.57%
9,115 $506,000
Q3 2021

Nov 15, 2021
BUY
$45.79 - $54.81 $7,967 - $9,536
174 Added 1.92%
9,260 $482,000
Q2 2021

Aug 12, 2021
BUY
$47.07 - $56.19 $148,035 - $176,717
3,145 Added 52.94%
9,086 $489,000
Q1 2021

May 14, 2021
BUY
$37.96 - $53.57 $225,520 - $318,259
5,941 New
5,941 $291,000
Q4 2020

Jan 28, 2021
SELL
$27.71 - $41.6 $29,899 - $44,886
-1,079 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$29.95 - $38.58 $32,316 - $41,627
1,079 New
1,079 $32,000
Q2 2020

Aug 11, 2020
SELL
$27.62 - $46.86 $29,636 - $50,280
-1,073 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$23.57 - $60.87 $25,290 - $65,313
1,073 New
1,073 $31,000

Others Institutions Holding XLE

# of Institutions
2,176
Shares Held
230M
Call Options Held
50.1M
Put Options Held
118M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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.

Choose your preferred platform and Sign Up 👇 Telegram Email