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Spdr Series Trust fund shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $135k 566 238.27

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
State Street MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq MF Closed and MF Open (QQQ)
Alphabet Common Stock (GOOGL)
Amazon Common Stock (AMZN)
First Trust MF Closed and MF Open (FVD)
Principal Us MF Closed and MF Open (USMC)
Ishares Core MF Closed and MF Open (IEMG)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
First Trust MF Closed and MF Open (SDVY)

View all positions for Golden State Wealth Management

Top funds holding Spdr Series Trust fund

LPL Financial
Ameriprise Financial
Nadler Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
Bank of America Corporation
Systelligence
RFG - Bristol Wealth Advisors
Morgan Stanley
MAI Wealth Advisors
Compass Financial Services
Absolute Capital Management
Graney & King

View all funds holding Spdr Series Trust fund