Number of Shares
284,007.00
Current Holdings Value*
$7.25 Mil
% of Portfolio
1.63%
Total Estimate Gain
$-41,332.41
% of Total Estimate Gain
-0.17%

Gateway Wealth Partners, LLC's SPDR Portfolio Aggregate Bond ETF Holding Summary

As of 2025-03-31, Gateway Wealth Partners, LLC held 284,007.00 shares of SPDR Portfolio Aggregate Bond ETF(SPAB), totaling $7.25 Mil. This investment constitutes 1.63% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0.08% of the outstanding SPDR Portfolio Aggregate Bond ETF(SPAB) stock.

The initial trade took place in 2022Q4. And since then Gateway Wealth Partners, LLC has made 6 purchases of SPAB, at an average price of $24.93, for a total of 956,833.00 shares. In addition, there have been 3 sales at an average price of $24.70 for 672,826.00 shares. Based on historical transaction data and SPAB's current price of $25.31, Gateway Wealth Partners, LLC's estimated gain on his SPAB holdings is $-41,332.41, reflecting a -0.17% gain to date.

Gateway Wealth Partners, LLC SPAB ($25.31) Holding Chart

Gateway Wealth Partners, LLC SPAB ($25.31) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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