Golden State Wealth Management, LLC SPAB Holdings History
Golden State Wealth Management, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 511,809.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $13.07 Mil. This investment constitutes 1.94% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0.15% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 11 purchases of SPAB, at an average price of $30.00, for a total of 573,277.00 shares. In addition, there have been 3 sales at an average price of $29.56 for 61,468.00 shares. Based on historical transaction data and SPAB's current price of $25.32, Golden State Wealth Management, LLC's estimated gain on his SPAB holdings is $-2.42 Mil, reflecting a -14.08% gain to date.
Golden State Wealth Management, LLC SPAB ($25.32) Holding Chart
Golden State Wealth Management, LLC SPAB ($25.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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