GWP
Gateway Wealth Partners’s SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Buy |
309,269
+25,262
| +9% | +$647K | 1.5% | 7 |
|
|
2025
Q1 | $7.25M | Buy |
284,007
+9,769
| +4% | +$250K | 1.63% | 8 |
|
|
2024
Q4 | $6.85M | Buy |
274,238
+38,852
| +17% | +$971K | 1.78% | 8 |
|
|
2024
Q3 | $6.15M | Buy |
235,386
+15,376
| +7% | +$402K | 1.7% | 8 |
|
|
2024
Q2 | $5.52M | Buy |
220,010
+25,258
| +13% | +$634K | 1.67% | 9 |
|
|
2024
Q1 | $4.92M | Buy |
194,752
+3,161
| +2% | +$79.9K | 1.77% | 9 |
|
|
2023
Q4 | $4.91M | Sell |
191,591
-555,163
| -74% | -$14.2M | 1.98% | 10 |
|
|
2023
Q3 | $18.2M | Sell |
746,754
-49,770
| -6% | -$1.21M | 3.28% | 7 |
|
|
2023
Q2 | $20.2M | Buy |
796,524
+8,800
| +1% | +$223K | 3.61% | 7 |
|
|
2023
Q1 | $20.3M | Sell |
787,724
-67,893
| -8% | -$1.75M | 3.13% | 8 |
|
|
2022
Q4 | $21.5M | Buy |
+855,617
| New | +$21.5M | 3.7% | 8 |
|