Spdr S&p 500 Etf shares owned by Golden State Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Golden State Wealth Management
from 13F filings
Historical chart of Golden State Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Golden State Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 80k | 666.19 |
| 2025-06-30 | $49M | 79k | 617.86 |
| 2025-03-31 | $25M | 44k | 559.40 |
| 2024-12-31 | $11M | 20k | 586.09 |
| 2022-03-31 | $8.4M | 21k | 396.33 |
| 2021-12-31 | $13M | 28k | 474.97 |
| 2021-09-30 | $11M | 25k | 429.14 |
| 2021-06-30 | $10M | 24k | 428.05 |
| 2021-03-31 | $8.4M | 21k | 396.33 |
| 2020-12-31 | $10M | 27k | 373.90 |
| 2020-09-30 | $14M | 41k | 334.89 |
| 2020-06-30 | $278k | 902 | 308.20 |
| 2020-03-31 | $5.0M | 20k | 257.75 |
| 2019-12-31 | $21M | 65k | 321.86 |
| 2019-09-30 | $8.8M | 30k | 296.76 |
| 2019-06-30 | $8.8M | 30k | 292.99 |
| 2019-03-31 | $9.7M | 34k | 282.47 |
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