Gateway Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gateway Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.4M	Sell	28,610 -26,361	-48%	-$19.1M	1.28%	6
2026 Q1	$35.8M	Buy	54,971 +26,838	+95%	+$18.2M	1.39%	5
2025 Q4	$19.2M	Sell	28,133 -397	-1%	-$268K	2.14%	3
2025 Q3	$19M	Sell	28,530 -1,017	-3%	-$652K	2.57%	2
2025 Q2	$18.3M	Sell	29,547 -2,552	-8%	-$1.46M	3.46%	1
2025 Q1	$18M	Sell	32,099 -394	-1%	-$232K	4.03%	1
2024 Q4	$19M	Sell	32,493 -229	-0.7%	-$135K	4.93%	1
2024 Q3	$18.8M	Buy	32,722 +4,518	+16%	+$2.5M	5.17%	1
2024 Q2	$15.3M	Sell	28,204 -972	-3%	-$509K	4.64%	2
2024 Q1	$15.3M	Sell	29,176 -2,511	-8%	-$1.25M	5.48%	1
2023 Q4	$15.1M	Buy	31,687 +10,782	+52%	+$4.8M	6.07%	1
2023 Q3	$8.94M	Sell	20,905 -635	-3%	-$282K	1.61%	13
2023 Q2	$9.55M	Sell	21,540 -109,609	-84%	-$46M	1.71%	9
2023 Q1	$53.7M	Buy	131,149 +1,758	+1%	+$701K	8.26%	2
2022 Q4	$49.5M	Buy	+129,391	New	+$49.7M	8.5%	2

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gateway Wealth Partners's SPY Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 48% in Q2 2026, selling an estimated $19.1M and leaving 28,610 shares worth $21.4M. The position accounts for 1.28% of the portfolio, ranked #6.

Gateway Wealth Partners first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.7M in Q1 2023. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Gateway Wealth Partners held 28,610 shares of State Street SPDR S&P 500 ETF Trust worth $21.4M as of Q2 2026.
Gateway Wealth Partners sold 26,361 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $19.1M.
State Street SPDR S&P 500 ETF Trust made up 1.28% of Gateway Wealth Partners's portfolio in Q2 2026, its #6 holding.
Gateway Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $53.7M in Q1 2023.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.