Gateway Wealth Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.1M	Buy	35,438 +17,051	+93%	+$1.04M	0.08%	242
2025 Q4	$1.06M	Sell	18,387 -17,728	-49%	-$1.02M	0.12%	177
2025 Q3	$2.07M	Buy	36,115 +6,334	+21%	+$357K	0.28%	96
2025 Q2	$1.62M	Buy	29,781 +4,805	+19%	+$247K	0.31%	92
2025 Q1	$1.28M	Buy	24,976 +11,876	+91%	+$647K	0.29%	92
2024 Q4	$716K	Sell	13,100 -1,118	-8%	-$62.9K	0.19%	122
2024 Q3	$777K	Sell	14,218 -313	-2%	-$16.6K	0.21%	102
2024 Q2	$745K	Sell	14,531 -10,280	-41%	-$530K	0.23%	103
2024 Q1	$1.32M	Sell	24,811 -16,890	-41%	-$840K	0.48%	59
2023 Q4	$2.03M	Sell	41,701 -664,007	-94%	-$29.6M	0.82%	30
2023 Q3	$30.9M	Sell	705,708 -27,444	-4%	-$1.26M	5.57%	3
2023 Q2	$33.6M	Sell	733,152 -271,964	-27%	-$11.9M	6.01%	2
2023 Q1	$44.2M	Buy	1,005,116 +1,942	+0.2%	+$86.9K	6.79%	3
2022 Q4	$42.6M	Buy	+1,003,174	New	+$42.6M	7.33%	3