GWP
Gateway Wealth Partners’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
105,604
+10,708
| +11% | +$560K | 1.05% | 24 |
|
|
2025
Q1 | $4.85M | Buy |
94,896
+5,521
| +6% | +$282K | 1.09% | 21 |
|
|
2024
Q4 | $4.57M | Sell |
89,375
-12,743
| -12% | -$652K | 1.18% | 18 |
|
|
2024
Q3 | $5.4M | Sell |
102,118
-2,147
| -2% | -$113K | 1.49% | 11 |
|
|
2024
Q2 | $5.08M | Buy |
104,265
+17,750
| +21% | +$865K | 1.54% | 11 |
|
|
2024
Q1 | $4.33M | Buy |
86,515
+15,657
| +22% | +$784K | 1.56% | 14 |
|
|
2023
Q4 | $3.3M | Sell |
70,858
-485
| -0.7% | -$22.6K | 1.33% | 18 |
|
|
2023
Q3 | $2.94M | Sell |
71,343
-13,555
| -16% | -$559K | 0.53% | 41 |
|
|
2023
Q2 | $3.67M | Buy |
84,898
+15,493
| +22% | +$669K | 0.66% | 31 |
|
|
2023
Q1 | $2.83M | Buy |
69,405
+31,949
| +85% | +$1.3M | 0.43% | 42 |
|
|
2022
Q4 | $1.46M | Buy |
+37,456
| New | +$1.46M | 0.25% | 54 |
|