GWP
Gateway Wealth Partners’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
9,381
-9,056
| -49% | -$386K | 0.08% | 239 |
|
|
2025
Q1 | $751K | Buy |
18,437
+150
| +0.8% | +$6.11K | 0.17% | 135 |
|
|
2024
Q4 | $821K | Sell |
18,287
-49,724
| -73% | -$2.23M | 0.21% | 107 |
|
|
2024
Q3 | $3.1M | Sell |
68,011
-1,738
| -2% | -$79.1K | 0.85% | 28 |
|
|
2024
Q2 | $2.9M | Buy |
69,749
+11,777
| +20% | +$489K | 0.88% | 27 |
|
|
2024
Q1 | $2.5M | Sell |
57,972
-11,557
| -17% | -$497K | 0.9% | 30 |
|
|
2023
Q4 | $2.93M | Sell |
69,529
-431,152
| -86% | -$18.2M | 1.18% | 20 |
|
|
2023
Q3 | $18.5M | Sell |
500,681
-19,627
| -4% | -$724K | 3.33% | 6 |
|
|
2023
Q2 | $20.2M | Buy |
520,308
+19,225
| +4% | +$747K | 3.61% | 6 |
|
|
2023
Q1 | $18.9M | Buy |
501,083
+40,320
| +9% | +$1.52M | 2.91% | 9 |
|
|
2022
Q4 | $17M | Buy |
+460,763
| New | +$17M | 2.93% | 9 |
|