Golden State Wealth Management, LLC SPSC β€” SPS COMMERCE

Ownership history in Golden State Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported SPS COMMERCE (SPSC) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows SPSC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Golden State Wealth Management, LLC's position in SPS COMMERCE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPSC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Golden State Wealth Management, LLC held SPSC β€” position size vs. price
% of Fund (quarterly)    SPSC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 67 β€” 0% 0.00% $7K 2025-11-03 $82.53
2025 Q2 REDUCED 52.8% -22.8% βœ… 67 -75 -52.8% 0.00% $9K 2025-08-06 $110.40
2025 Q1 ADDED β€” β€” β€” 142 +75 +111.9% 0.00% $19K 2025-04-23 $132.52
2024 Q4 INITIATED β€” β€” β€” 67 β€” β€” 0.00% $12K 2025-01-28 $196.00

FAQ About Golden State Wealth Management, LLC and SPSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Golden State Wealth Management, LLC reported owning SPSC?

Golden State Wealth Management, LLC reported SPSC across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SPSC position in Golden State Wealth Management, LLC's portfolio?

The largest reported portfolio weight for SPSC was 0.00% in 2024 Q4.

What is the latest reported SPSC position on this page?

The most recent filing on this page is 2025 Q3, when Golden State Wealth Management, LLC reported 67 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this SPSC ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly SPSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Golden State Wealth Management, LLC time their SPSC position?

Based on 13F filing dates vs. subsequent SPSC price moves, Golden State Wealth Management, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SPSC relative to SPY over the holding period was -120.0%.

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