Golden State Wealth Management, LLC Spdr Index Shs Fds S Spdr Port Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,926 shares of SPGM stock, worth $222,346. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,926
Previous 2,929
0.1%
Holding current value
$222,346
Previous $202 Million
8.44%
% of portfolio
0.02%
Previous 0.02%
Shares
10 transactions
Others Institutions Holding SPGM
# of Institutions
162Shares Held
9.65MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.16MShares$164 Million0.05% of portfolio
-
Sequoia Financial Advisors, LLC1.39MShares$106 Million0.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL682KShares$51.8 Million0.06% of portfolio
-
Advance Capital Management, Inc. Southfield, MI372KShares$28.2 Million2.05% of portfolio
-
Peak Financial Management, Inc.371KShares$28.2 Million7.75% of portfolio