Golden State Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Golden State Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.6M	Sell	71,675 -7,015	-9%	-$4.77M	5.1%	2
2025 Q4	$53.7M	Sell	78,690 -1,531	-2%	-$1.03M	5.67%	2
2025 Q3	$53.4M	Buy	80,221 +1,752	+2%	+$1.12M	5.9%	2
2025 Q2	$48.5M	Buy	78,469 +56,705	+261%	+$32.4M	5.9%	2
2025 Q1	$12.2M	Buy	21,764 +2,235	+11%	+$1.31M	1.81%	9
2024 Q4	$11.4M	Buy	+19,529	New	+$11.5M	1.71%	10
2022 Q1	$15.1M	Buy	33,449 +5,220	+18%	+$2.32M	2.96%	5
2021 Q4	$13.4M	Buy	28,229 +3,497	+14%	+$1.61M	2.31%	7
2021 Q3	$10.6M	Buy	24,732 +1,265	+5%	+$558K	2.31%	7
2021 Q2	$10M	Buy	23,467 +2,184	+10%	+$912K	2.21%	8
2021 Q1	$8.44M	Sell	21,283 -5,858	-22%	-$2.26M	2.78%	8
2020 Q4	$10.1M	Sell	27,141 -14,297	-35%	-$5.07M	2.94%	6
2020 Q3	$13.9M	Sell	41,438 -2,716	-6%	-$900K	4.64%	4
2020 Q2	$12M	Buy	44,154 +24,596	+126%	+$7.2M	3.85%	4
2020 Q1	$5.04M	Sell	19,558 -44,921	-70%	-$13.7M	2.22%	7
2019 Q4	$20.8M	Buy	64,479 +34,933	+118%	+$10.8M	3.97%	10
2019 Q3	$8.77M	Sell	29,546 -609	-2%	-$180K	2.89%	4
2019 Q2	$8.84M	Sell	30,155 -4,181	-12%	-$1.2M	2.8%	4
2019 Q1	$9.7M	Buy	+34,336	New	+$9.33M	3.24%	3

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Golden State Wealth Management's SPY Position: Q1 2026 in Review

Golden State Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 8.9% in Q1 2026, selling an estimated $4.77M and leaving 71,675 shares worth $46.6M. The position accounts for 5.1% of the portfolio, ranked #2.

Golden State Wealth Management first reported a position in SPY in Q1 2019 and has held it in 19 quarters since. The position peaked at $53.7M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Golden State Wealth Management held 71,675 shares of State Street SPDR S&P 500 ETF Trust worth $46.6M as of Q1 2026.
Golden State Wealth Management sold 7,015 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.77M.
State Street SPDR S&P 500 ETF Trust made up 5.1% of Golden State Wealth Management's portfolio in Q1 2026, its #2 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 19 quarters since.
Golden State Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $53.7M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.