GWP
Gateway Wealth Partners’s SPDR S&P Dividend ETF SDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+1,567
| New | +$213K | 0.04% | 339 |
|
|
2023
Q4 | – | Sell |
-4,024
| Closed | -$463K | – | 266 |
|
|
2023
Q3 | $463K | Sell |
4,024
-213
| -5% | -$24.5K | 0.08% | 132 |
|
|
2023
Q2 | $519K | Sell |
4,237
-690
| -14% | -$84.6K | 0.09% | 119 |
|
|
2023
Q1 | $610K | Buy |
4,927
+61
| +1% | +$7.55K | 0.09% | 105 |
|
|
2022
Q4 | $609K | Buy |
+4,866
| New | +$609K | 0.1% | 92 |
|