Golden State Wealth Management, LLC Financial Sector Spdr Transaction History

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 36,156 shares of XLF stock, worth $1.85 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

36,156

Previous 47,554 23.97%

Holding current value

$1.85 Million

Previous $1.82 Million 95808.78%

% of portfolio

0.26%

Previous 0.36%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$44.89 - $51.34 $511,656 - $585,173	-11,398 Reduced 23.97%	36,156 $1.75 Billion
Q1 2022 May 19, 2022	BUY	$35.66 - $41.42 $146,277 - $169,904	4,102 Added 9.44%	47,554 $1.82 Million
Q1 2022 May 16, 2022	SELL	$35.66 - $41.42 $180,368 - $209,502	-5,058 Reduced 10.43%	43,452 $1.48 Million
Q4 2021 Feb 14, 2022	SELL	$37.54 - $40.62 $675 - $731	-18 Reduced 0.04%	48,510 $1.89 Million
Q3 2021 Nov 15, 2021	SELL	$35.11 - $39.0 $183,309 - $203,619	-5,221 Reduced 9.71%	48,528 $1.82 Million
Q2 2021 Aug 12, 2021	BUY	$34.47 - $38.47 $354,937 - $396,125	10,297 Added 23.7%	53,749 $1.97 Million
Q1 2021 May 14, 2021	SELL	$28.95 - $34.77 $46,291 - $55,597	-1,599 Reduced 3.55%	43,452 $1.48 Million
Q4 2020 Jan 28, 2021	SELL	$23.61 - $29.48 $150,277 - $187,640	-6,365 Reduced 12.38%	45,051 $1.33 Million
Q3 2020 Nov 12, 2020	SELL	$22.68 - $25.49 $130,183 - $146,312	-5,740 Reduced 10.04%	51,416 $1.24 Million
Q2 2020 Aug 13, 2020	BUY	$19.55 - $26.74 $1.12 Million - $1.53 Million	57,156 New	57,156 $1.32 Million
Q2 2020 Aug 11, 2020	SELL	$19.55 - $26.74 $1.28 Million - $1.74 Million	-65,229 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$17.66 - $31.17 $1.15 Million - $2.03 Million	65,229 New	65,229 $1.36 Million

Others Institutions Holding XLF

# of Institutions

1,888

Shares Held

707M

Call Options Held

160M

Put Options Held

321M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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Golden State Wealth Management, LLC Financial Sector Spdr Transaction History