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Golden State Wealth Management, LLC → SPY
Golden State Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
7
Latest value
$207K
Q3 2026
Peak value
$54.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $53.4M |
| Q4 2025 | $53.7M |
| Q1 2026 | $46.6M |
| Q2 2026 | $53.1M |
| Q2 2026 | $203K |
| Q3 2026 | $54.6M |
| Q3 2026 | $207K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $207K | 272 | — | — |
| Q3 2026 | $54.6M | 71.6K | — | — |
| Q2 2026 | $203K | 271 | — | — |
| Q2 2026 | $53.1M | 71.1K | — | — |
| Q1 2026 | $46.6M | 71.7K | — | — |
| Q4 2025 | $53.7M | 78.7K | — | — |
| Q3 2025 | $53.4M | 80.2K | — | — |
Other funds holding SPY
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$19.6B
$19.4B
$19.3B