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Golden State Wealth Management’s Spruce Power Holding Corp SPRU Stock Holding History

Golden State Wealth Management’s Portfolio SPRU Stock Details SPRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-56
Closed -$167 – 1639
2024
Q4 		$167 Buy
+56
New +$147 ﹤0.01% 1470

Other funds holding SPRU

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Golden State Wealth Management's SPRU Position: Q1 2025 in Review

Golden State Wealth Management sold out of Spruce Power Holding Corp (SPRU) in Q1 2025, closing a stake of 56 shares — an estimated $167 sold.

Golden State Wealth Management first reported a position in SPRU in Q4 2024 and held it in 1 quarter. The position peaked at $167 in Q4 2024. 32 funds tracked by Wall St. Rank hold SPRU as of Q1 2025.

  • Golden State Wealth Management reported no remaining Spruce Power Holding Corp position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 56 Spruce Power Holding Corp shares in Q1 2025, an estimated $167.
  • Golden State Wealth Management first reported a position in Spruce Power Holding Corp in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's Spruce Power Holding Corp position peaked at $167 in Q4 2024.
  • 32 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.