Golden State Equity Partners
SPXT icon

Golden State Equity Partners’s ProShares S&P 500 ex-Technology ETF SPXT Stock Holding History

Golden State Equity Partners’s Portfolio SPXT Stock Details SPXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.59M Buy
+33,549
New +$3.71M 0.21% 94
2026
Q2 		– Sell
-22,443
Closed -$2.27M – 1567
2026
Q1 		$2.27M Buy
22,443
+10,464
+87% +$1.1M 0.17% 134
2025
Q4 		$1.23M Sell
11,979
-764
-6% -$77.9K 0.2% 111
2025
Q3 		$1.28M Buy
12,743
+194
+2% +$19.1K 0.22% 113
2025
Q2 		$1.2M Buy
12,549
+179
+1% +$16.3K 0.22% 106
2025
Q1 		$1.13M Buy
+12,370
New +$1.16M 0.22% 117
2023
Q2 		– Sell
-3,626
Closed -$251K – 399
2023
Q1 		$251K Buy
+3,626
New +$251K 0.14% 167
2022
Q1 		$670K Buy
8,626
+4,686
+119% +$358K 0.34% 84
2021
Q4 		$317K Buy
3,940
+285
+8% +$22.3K 0.16% 120
2021
Q3 		$270K Buy
3,655
+136
+4% +$10.3K 0.11% 188
2021
Q2 		$261K Buy
3,519
+348
+11% +$25.4K 0.1% 203
2021
Q1 		$220K Buy
+3,171
New +$212K 0.13% 155

Other funds holding SPXT

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clarity Capital Advisors
Clarity Capital Advisors Lakewood Ranch, Florida $240M AUM 12.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Armstrong Advisory Group
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Golden State Equity Partners's SPXT Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in ProShares S&P 500 ex-Technology ETF (SPXT) in Q3 2026: 33,549 shares worth $3.59M. The stake represents 0.21% of the portfolio and ranks #94 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in SPXT as recently as Q1 2026.

Golden State Equity Partners first reported a position in SPXT in Q1 2021 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold SPXT as of Q3 2026.

  • Golden State Equity Partners held 33,549 shares of ProShares S&P 500 ex-Technology ETF worth $3.59M as of Q3 2026.
  • ProShares S&P 500 ex-Technology ETF was a new Golden State Equity Partners position in Q3 2026.
  • ProShares S&P 500 ex-Technology ETF made up 0.21% of Golden State Equity Partners's portfolio in Q3 2026, its #94 holding.
  • Golden State Equity Partners first reported a position in ProShares S&P 500 ex-Technology ETF in Q1 2021 and has held it in 12 quarters since.
  • 25 funds tracked by Wall St. Rank held ProShares S&P 500 ex-Technology ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.