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 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 $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gateway Wealth Partners's SPY Position: Q1 2026 in Review

Gateway Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 95% in Q1 2026, buying an estimated $18.2M and bringing the position to 54,971 shares worth $35.8M. The position accounts for 1.39% of the portfolio, ranked #5.

Gateway Wealth Partners first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $53.7M in Q1 2023. 4,554 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Gateway Wealth Partners held 54,971 shares of State Street SPDR S&P 500 ETF Trust worth $35.8M as of Q1 2026.
Gateway Wealth Partners bought 26,838 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $18.2M.
State Street SPDR S&P 500 ETF Trust made up 1.39% of Gateway Wealth Partners's portfolio in Q1 2026, its #5 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 14 quarters since.
Gateway Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $53.7M in Q1 2023.
4,554 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.