GWP
Gateway Wealth Partners’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.27M | Buy |
148,369
+20,881
| +16% | +$601K | 0.81% | 33 |
|
2025
Q1 | $3.64M | Buy |
127,488
+39,434
| +45% | +$1.13M | 0.82% | 32 |
|
2024
Q4 | $2.45M | Buy |
88,054
+23,436
| +36% | +$653K | 0.64% | 43 |
|
2024
Q3 | $1.88M | Buy |
64,618
+6,211
| +11% | +$180K | 0.52% | 51 |
|
2024
Q2 | $1.64M | Buy |
58,407
+6,948
| +14% | +$195K | 0.49% | 53 |
|
2024
Q1 | $1.45M | Buy |
51,459
+4,806
| +10% | +$135K | 0.52% | 55 |
|
2023
Q4 | $1.33M | Buy |
46,653
+4,884
| +12% | +$139K | 0.54% | 46 |
|
2023
Q3 | $1.15M | Buy |
41,769
+7,657
| +22% | +$211K | 0.21% | 79 |
|
2023
Q2 | $965K | Buy |
34,112
+11,626
| +52% | +$329K | 0.17% | 86 |
|
2023
Q1 | $651K | Buy |
+22,486
| New | +$651K | 0.1% | 98 |
|