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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$21.77 - $22.57 $141,461 - $146,659
6,498 Added 27.81%
29,862 $670 Million
Q2 2025

Aug 06, 2025

SELL
$21.55 - $22.2 $10,300 - $10,611
-478 Reduced 2.0%
23,364 $516 Million
Q1 2025

Apr 24, 2025

SELL
$21.23 - $22.14 $506,165 - $527,861
-23,842 Reduced 50.0%
23,842 $526 Million
Q1 2025

Apr 23, 2025

BUY
$21.23 - $22.14 $668,702 - $697,365
31,498 Added 194.6%
47,684 $1.05 Million
Q4 2024

Jan 28, 2025

BUY
$21.43 - $22.55 $346,865 - $364,994
16,186 New
16,186 $349 Million

Others Institutions Holding SPMB

About SPDR SER TR SPDR PORTFOLIO MOR


  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
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.