GWP
Gateway Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3M | Sell |
29,547
-2,552
| -8% | -$1.58M | 3.46% | 1 |
|
|
2025
Q1 | $18M | Sell |
32,099
-394
| -1% | -$220K | 4.03% | 1 |
|
|
2024
Q4 | $19M | Sell |
32,493
-229
| -0.7% | -$134K | 4.93% | 1 |
|
|
2024
Q3 | $18.8M | Buy |
32,722
+4,518
| +16% | +$2.59M | 5.17% | 1 |
|
|
2024
Q2 | $15.3M | Sell |
28,204
-972
| -3% | -$529K | 4.64% | 2 |
|
|
2024
Q1 | $15.3M | Sell |
29,176
-2,511
| -8% | -$1.31M | 5.48% | 1 |
|
|
2023
Q4 | $15.1M | Buy |
31,687
+10,782
| +52% | +$5.12M | 6.07% | 1 |
|
|
2023
Q3 | $8.94M | Sell |
20,905
-635
| -3% | -$271K | 1.61% | 13 |
|
|
2023
Q2 | $9.55M | Sell |
21,540
-109,609
| -84% | -$48.6M | 1.71% | 9 |
|
|
2023
Q1 | $53.7M | Buy |
131,149
+1,758
| +1% | +$720K | 8.26% | 2 |
|
|
2022
Q4 | $49.5M | Buy |
+129,391
| New | +$49.5M | 8.5% | 2 |
|