Golden State Wealth Management, LLC SPY Holdings History
Golden State Wealth Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Golden State Wealth Management, LLC held 21,764.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.17 Mil. This investment constitutes 1.81% of their stock portfolio, and Golden State Wealth Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q1. And since then Golden State Wealth Management, LLC has made 7 purchases of SPY, at an average price of $313.66, for a total of 109,168.00 shares. In addition, there have been 7 sales at an average price of $365.32 for 87,404.00 shares. Based on historical transaction data and SPY's current price of $627.58, Golden State Wealth Management, LLC's estimated gain on his SPY holdings is $11.35 Mil, reflecting a 33.14% gain to date.
Golden State Wealth Management, LLC SPY ($627.58) Holding Chart
Golden State Wealth Management, LLC SPY ($627.58) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
