GWP
Gateway Wealth Partners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14.9M | Buy |
204,293
+20,557
| +11% | +$1.49M | 2.82% | 2 |
|
2025
Q1 | $12.1M | Buy |
183,736
+18,401
| +11% | +$1.21M | 2.71% | 3 |
|
2024
Q4 | $11.4M | Buy |
165,335
+128,592
| +350% | +$8.87M | 2.95% | 3 |
|
2024
Q3 | $2.48M | Buy |
36,743
+59
| +0.2% | +$3.98K | 0.68% | 40 |
|
2024
Q2 | $2.35M | Sell |
36,684
-6,836
| -16% | -$437K | 0.71% | 37 |
|
2024
Q1 | $2.68M | Sell |
43,520
-50,803
| -54% | -$3.13M | 0.96% | 25 |
|
2023
Q4 | $5.27M | Sell |
94,323
-1,391,580
| -94% | -$77.8M | 2.12% | 7 |
|
2023
Q3 | $74.7M | Sell |
1,485,903
-57,031
| -4% | -$2.87M | 13.46% | 1 |
|
2023
Q2 | $80.4M | Sell |
1,542,934
-22,712
| -1% | -$1.18M | 14.37% | 1 |
|
2023
Q1 | $75.4M | Buy |
1,565,646
+50,900
| +3% | +$2.45M | 11.6% | 1 |
|
2022
Q4 | $68.1M | Buy |
+1,514,746
| New | +$68.1M | 11.71% | 1 |
|