Gateway Wealth Partners, LLC SPY Holdings History
Gateway Wealth Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Gateway Wealth Partners, LLC held 32,099.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $17.96 Mil. This investment constitutes 4.03% of their stock portfolio, and Gateway Wealth Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Gateway Wealth Partners, LLC has made 3 purchases of SPY, at an average price of $392.90, for a total of 146,449.00 shares. In addition, there have been 6 sales at an average price of $421.94 for 114,350.00 shares. Based on historical transaction data and SPY's current price of $623.62, Gateway Wealth Partners, LLC's estimated gain on his SPY holdings is $10.73 Mil, reflecting a 18.64% gain to date.
Gateway Wealth Partners, LLC SPY ($623.62) Holding Chart
Gateway Wealth Partners, LLC SPY ($623.62) 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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