Golden State Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 2025
A detailed history of Golden State Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 29,862 shares of SPMB stock, worth $670,103. This represents 0.07% of its overall portfolio holdings.
Number of Shares
29,862
Previous 23,364
27.81%
Holding current value
$670,103
Previous $516 Million
29.77%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SPMB
# of Institutions
255Shares Held
274MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA186MShares$4.17 Billion7.99% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.3MShares$410 Million0.13% of portfolio
-
Stifel Financial Corp St. Louis, MO7.08MShares$159 Million0.15% of portfolio
-
Benjamin Edwards Inc Clayton, MO5.78MShares$130 Million1.55% of portfolio
-
Confluence Investment Management LLC4.22MShares$94.7 Million1.41% of portfolio