Golden State Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 510,955 shares of SPAB stock, worth $12.9 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

510,955

Previous 521,473 2.02%

Holding current value

$12.9 Million

Previous $14.5 Million 88009.22%

% of portfolio

1.91%

Previous 2.84%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$24.94 - $26.14 $262,318 - $274,940	-10,518 Reduced 2.02%	510,955 $12.8 Billion
Q1 2022 May 19, 2022	BUY	$27.54 - $29.46 $4.57 Million - $4.89 Million	165,852 Added 46.64%	521,473 $14.5 Million
Q1 2022 May 16, 2022	SELL	$27.54 - $29.46 $4.07 Million - $4.35 Million	-147,638 Reduced 29.34%	355,621 $10.5 Million
Q4 2021 Feb 14, 2022	BUY	$29.5 - $29.98 $1.62 Million - $1.65 Million	54,895 Added 12.24%	503,259 $14.9 Million
Q3 2021 Nov 15, 2021	BUY	$29.83 - $30.33 $800,338 - $813,753	26,830 Added 6.36%	448,364 $13.4 Million
Q2 2021 Aug 12, 2021	BUY	$29.63 - $30.01 $1.95 Million - $1.98 Million	65,913 Added 18.53%	421,534 $12.7 Million
Q1 2021 May 14, 2021	BUY	$29.52 - $30.77 $1.9 Million - $1.98 Million	64,447 Added 22.13%	355,621 $10.5 Million
Q4 2020 Jan 28, 2021	BUY	$30.52 - $30.88 $1.92 Million - $1.94 Million	62,840 Added 27.52%	291,174 $8.97 Million
Q3 2020 Nov 12, 2020	SELL	$30.77 - $31.23 $1 Million - $1.02 Million	-32,629 Reduced 12.5%	228,334 $7.04 Million
Q2 2020 Aug 13, 2020	BUY	$30.0 - $30.86 $7.83 Million - $8.05 Million	260,963 New	260,963 $8.19 Million
Q2 2020 Aug 11, 2020	SELL	$30.0 - $30.86 $3.21 Million - $3.3 Million	-106,977 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$27.93 - $30.83 $2.99 Million - $3.3 Million	106,977 New	106,977 $3.23 Million

Others Institutions Holding SPAB

# of Institutions

503

Shares Held

266M

Call Options Held

800

Put Options Held

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About SPDR PORTFOLIO AGGREGATE BOND

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Golden State Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History