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Spdr Series Trust shares owned by Golden State Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust 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 by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $396 2 198.00
2025-06-30 $380 2 190.00
2025-03-31 $320 2 160.00
2024-12-31 $378 2 189.00
2020-03-31 $0 2 0.00
2019-09-30 $0 2 0.00
2019-06-30 $0 2 0.00

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

Top funds holding Spdr Series Trust

Morgan Stanley
LPL Financial
McGuire Investment Group
Wells Fargo & Company
UBS Group
Raymond James Financial
BlackRock
Two Sigma Investments
Ameriprise Financial
Thrivent Financial for Lutherans
Essex
Fil
Ieq Capital
Mml Investors Services
CI Private Wealth

View all funds holding Spdr Series Trust