Golden State Wealth Management, LLC Industrial Sector Spdr Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 6,320 shares of XLI stock, worth $870,832. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,320
Previous 19,259 67.18%
Holding current value
$870,832
Previous $1.98 Million 41894.76%
% of portfolio
0.12%
Previous 0.39%

Shares

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

Jan 28, 2025
SELL
$131.76 - $143.99 $1.7 Million - $1.86 Million
-12,939 Reduced 67.18%
6,320 $833 Million
Q1 2022

May 19, 2022
BUY
$95.6 - $107.05 $1.43 Million - $1.6 Million
14,964 Added 348.41%
19,259 $1.98 Million
Q1 2022

May 16, 2022
SELL
$95.6 - $107.05 $572,261 - $640,801
-5,986 Reduced 58.22%
4,295 $422,000
Q4 2021

Feb 14, 2022
BUY
$98.64 - $107.12 $34,819 - $37,813
353 Added 3.56%
10,281 $1.09 Million
Q3 2021

Nov 15, 2021
BUY
$97.84 - $105.53 $86,881 - $93,710
888 Added 9.82%
9,928 $971,000
Q2 2021

Aug 12, 2021
BUY
$98.78 - $105.53 $468,711 - $500,739
4,745 Added 110.48%
9,040 $926,000
Q1 2021

May 14, 2021
BUY
$84.77 - $98.77 $364,087 - $424,217
4,295 New
4,295 $422,000
Q4 2020

Jan 28, 2021
SELL
$74.87 - $89.65 $75,319 - $90,187
-1,006 Closed
0 $0
Q3 2020

Nov 12, 2020
BUY
$67.14 - $79.9 $67,542 - $80,379
1,006 New
1,006 $77,000
Q2 2020

Aug 11, 2020
SELL
$56.34 - $76.29 $56,678 - $76,747
-1,006 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$48.77 - $85.23 $49,062 - $85,741
1,006 New
1,006 $59,000

Others Institutions Holding XLI

# of Institutions
1,459
Shares Held
133M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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.

Choose your preferred platform and Sign Up 👇 Telegram Email