Golden State Wealth Management, LLC Financial Sector Spdr Transaction History

Golden State Wealth Management, LLC

$822 Billion
Q2 2025

A detailed history of Golden State Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 35,953 shares of XLF stock, worth $1.86 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

35,953

Previous 37,805 4.9%

Holding current value

$1.86 Million

Previous $1.88 Billion 0.01%

% of portfolio

0.23%

Previous 0.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$43.92 - $52.37 $81,339 - $96,989	-1,852 Reduced 4.9%	35,953 $1.88 Billion
Q1 2025 Apr 24, 2025	SELL	$47.32 - $52.19 $1.79 Million - $1.97 Million	-37,804 Reduced 50.0%	37,805 $1.88 Billion
Q1 2025 Apr 23, 2025	BUY	$47.32 - $52.19 $1.87 Million - $2.06 Million	39,453 Added 109.12%	75,609 $3.77 Million
Q4 2024 Jan 28, 2025	SELL	$44.89 - $51.34 $511,656 - $585,173	-11,398 Reduced 23.97%	36,156 $1.75 Billion
Q1 2022 May 19, 2022	BUY	$35.66 - $41.42 $146,277 - $169,904	4,102 Added 9.44%	47,554 $1.82 Million
Q1 2022 May 16, 2022	SELL	$35.66 - $41.42 $180,368 - $209,502	-5,058 Reduced 10.43%	43,452 $1.48 Million
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $675 - $731	-18 Reduced 0.04%	48,510 $1.89 Million
Q3 2021 Nov 15, 2021	SELL	$35.11 - $39.0 $183,309 - $203,619	-5,221 Reduced 9.71%	48,528 $1.82 Million
Q2 2021 Aug 12, 2021	BUY	$34.47 - $38.47 $354,937 - $396,125	10,297 Added 23.7%	53,749 $1.97 Million
Q1 2021 May 14, 2021	SELL	$28.95 - $34.77 $46,291 - $55,597	-1,599 Reduced 3.55%	43,452 $1.48 Million
Q4 2020 Jan 28, 2021	SELL	$23.61 - $29.48 $150,277 - $187,640	-6,365 Reduced 12.38%	45,051 $1.33 Million
Q3 2020 Nov 12, 2020	SELL	$22.68 - $25.49 $130,183 - $146,312	-5,740 Reduced 10.04%	51,416 $1.24 Million
Q2 2020 Aug 13, 2020	BUY	$19.55 - $26.74 $1.12 Million - $1.53 Million	57,156 New	57,156 $1.32 Million
Q2 2020 Aug 11, 2020	SELL	$19.55 - $26.74 $1.28 Million - $1.74 Million	-65,229 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$17.66 - $31.17 $1.15 Million - $2.03 Million	65,229 New	65,229 $1.36 Million

Others Institutions Holding XLF

# of Institutions

2,154

Shares Held

761M

Call Options Held

155M

Put Options Held

261M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

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.

Account

Golden State Wealth Management, LLC Financial Sector Spdr Transaction History