GWP
Gateway Wealth Partners’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
45,102
+40,938
| +983% | +$3.07M | 0.64% | 45 |
|
|
2025
Q1 | $283K | Sell |
4,164
-639
| -13% | -$43.5K | 0.06% | 260 |
|
|
2024
Q4 | $343K | Sell |
4,803
-651
| -12% | -$46.5K | 0.09% | 211 |
|
|
2024
Q3 | $382K | Sell |
5,454
-571
| -9% | -$40K | 0.11% | 178 |
|
|
2024
Q2 | $400K | Sell |
6,025
-1,333
| -18% | -$88.4K | 0.12% | 167 |
|
|
2024
Q1 | $472K | Sell |
7,358
-2,173
| -23% | -$139K | 0.17% | 120 |
|
|
2023
Q4 | $557K | Sell |
9,531
-26,134
| -73% | -$1.53M | 0.22% | 99 |
|
|
2023
Q3 | $1.87M | Sell |
35,665
-756
| -2% | -$39.7K | 0.34% | 58 |
|
|
2023
Q2 | $1.98M | Sell |
36,421
-912
| -2% | -$49.6K | 0.35% | 56 |
|
|
2023
Q1 | $1.88M | Buy |
37,333
+5
| +0% | +$252 | 0.29% | 59 |
|
|
2022
Q4 | $1.77M | Buy |
+37,328
| New | +$1.77M | 0.3% | 49 |
|