Number of Shares
183,736.00
Current Holdings Value*
$12.08 Mil
% of Portfolio
2.71%
Total Estimate Gain
$13.11 Mil
% of Total Estimate Gain
16.23%

Gateway Wealth Partners, LLC's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Gateway Wealth Partners, LLC held 183,736.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $12.08 Mil. This investment constitutes 2.71% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2022Q4. And since then Gateway Wealth Partners, LLC has made 4 purchases of SPLG, at an average price of $47.16, for a total of 1.71 Mil shares. In addition, there have been 5 sales at an average price of $52.59 for 1.53 Mil shares. Based on historical transaction data and SPLG's current price of $73.35, Gateway Wealth Partners, LLC's estimated gain on his SPLG holdings is $13.11 Mil, reflecting a 16.23% gain to date.

Gateway Wealth Partners, LLC SPLG ($73.35) Holding Chart

Gateway Wealth Partners, LLC SPLG ($73.35) 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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