A detailed history of Golden State Wealth Management, LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 8,836 shares of SPYX stock, worth $438,795. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,836
Previous 3,236 173.05%
Holding current value
$438,795
Previous $359,000 118410.86%
% of portfolio
0.06%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$46.53 - $49.91 $260,568 - $279,496
5,600 Added 173.05%
8,836 $425 Million
Q1 2022

May 19, 2022

BUY
$33.94 - $39.42 $109,829 - $127,563
3,236 New
3,236 $359,000
Q1 2022

May 16, 2022

SELL
$33.94 - $39.42 $110,474 - $128,312
-3,255 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$35.32 - $39.44 $114,966 - $128,377
3,255 New
3,255 $383,000
Q1 2021

May 14, 2021

SELL
$30.5 - $32.74 $101,229 - $108,664
-3,319 Closed
0 $0
Q4 2020

Jan 28, 2021

SELL
$27.07 - $30.99 $17,676 - $20,236
-653 Reduced 16.44%
3,319 $308,000
Q3 2020

Nov 12, 2020

BUY
$25.62 - $29.65 $307 - $355
12 Added 0.3%
3,972 $331,000
Q2 2020

Aug 13, 2020

BUY
$20.33 - $26.56 $80,506 - $105,177
3,960 New
3,960 $302,000

Others Institutions Holding SPYX

About SPDR S&P 500 FOSSIL FUEL RESER


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