GWP
Gateway Wealth Partners’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
29,781
+4,805
| +19% | +$261K | 0.31% | 92 |
|
|
2025
Q1 | $1.28M | Buy |
24,976
+11,876
| +91% | +$608K | 0.29% | 92 |
|
|
2024
Q4 | $716K | Sell |
13,100
-1,118
| -8% | -$61.1K | 0.19% | 122 |
|
|
2024
Q3 | $777K | Sell |
14,218
-313
| -2% | -$17.1K | 0.21% | 102 |
|
|
2024
Q2 | $745K | Sell |
14,531
-10,280
| -41% | -$527K | 0.23% | 103 |
|
|
2024
Q1 | $1.32M | Sell |
24,811
-16,890
| -41% | -$901K | 0.48% | 59 |
|
|
2023
Q4 | $2.03M | Sell |
41,701
-664,007
| -94% | -$32.4M | 0.82% | 30 |
|
|
2023
Q3 | $30.9M | Sell |
705,708
-27,444
| -4% | -$1.2M | 5.57% | 3 |
|
|
2023
Q2 | $33.6M | Sell |
733,152
-271,964
| -27% | -$12.5M | 6.01% | 2 |
|
|
2023
Q1 | $44.2M | Buy |
1,005,116
+1,942
| +0.2% | +$85.3K | 6.79% | 3 |
|
|
2022
Q4 | $42.6M | Buy |
+1,003,174
| New | +$42.6M | 7.33% | 3 |
|