Golden State Wealth Management’s State Street SPDR S&P Transportation ETF XTN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.6K	Hold	200	–	–	﹤0.01%	928
2025 Q4	$18.3K	Hold	200	–	–	﹤0.01%	943
2025 Q3	$16.8K	Hold	200	–	–	﹤0.01%	954
2025 Q2	$16.1K	Hold	200	–	–	﹤0.01%	938
2025 Q1	$14.8K	Hold	200	–	–	﹤0.01%	893
2024 Q4	$17.3K	Buy	+200	New	+$17.6K	﹤0.01%	802
2021 Q3	–	Sell	-4,476	Closed	-$380K	–	331
2021 Q2	$380K	Hold	4,476	–	–	0.08%	199
2021 Q1	$391K	Hold	4,476	–	–	0.13%	122
2020 Q4	$319K	Sell	4,476 -106	-2%	-$7.01K	0.09%	171
2020 Q3	$266K	Buy	+4,582	New	+$264K	0.09%	158
2020 Q2	–	Sell	-200	Closed	-$9K	–	946
2020 Q1	$9K	Buy	+200	New	+$11.6K	﹤0.01%	648
2019 Q4	–	Sell	-200	Closed	-$12K	–	999
2019 Q3	$12K	Hold	200	–	–	﹤0.01%	721
2019 Q2	$12K	Hold	200	–	–	﹤0.01%	718
2019 Q1	$12K	Buy	+200	New	+$11.9K	﹤0.01%	749

Other funds holding XTN

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

EPA

Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Golden State Wealth Management held its State Street SPDR S&P Transportation ETF (XTN) position steady in Q1 2026 at 200 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Golden State Wealth Management first reported a position in XTN in Q1 2019 and has held it in 14 quarters since. The position peaked at $391K in Q1 2021. 93 funds tracked by Wall St. Rank hold XTN as of Q1 2026.

Golden State Wealth Management held 200 shares of State Street SPDR S&P Transportation ETF worth $18.6K as of Q1 2026.
Golden State Wealth Management left its State Street SPDR S&P Transportation ETF share count unchanged in Q1 2026.
State Street SPDR S&P Transportation ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #928 holding.
Golden State Wealth Management first reported a position in State Street SPDR S&P Transportation ETF in Q1 2019 and has held it in 14 quarters since.
Golden State Wealth Management's State Street SPDR S&P Transportation ETF position peaked at $391K in Q1 2021.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Transportation ETF as of Q1 2026.

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