Gateway Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Gateway Wealth Partners, LLC

$363 Billion
Q3 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 5,454 shares of SPTM stock, worth $399,505. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,454

Previous 6,025 9.48%

Holding current value

$399,505

Previous $400 Million 4.42%

% of portfolio

0.11%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$63.28 - $70.06 $36,132 - $40,004	-571 Reduced 9.48%	5,454 $382 Million
Q2 2024 Aug 16, 2024	SELL	$60.69 - $66.83 $80,899 - $89,084	-1,333 Reduced 18.12%	6,025 $400 Million
Q1 2024 May 14, 2024	SELL	$57.38 - $64.15 $124,686 - $139,397	-2,173 Reduced 22.8%	7,358 $472 Million
Q4 2023 Feb 13, 2024	SELL	$50.31 - $58.65 $1.31 Million - $1.53 Million	-26,134 Reduced 73.28%	9,531 $557 Million
Q3 2023 Nov 14, 2023	SELL	$52.22 - $56.31 $39,478 - $42,570	-756 Reduced 2.08%	35,665 $1.87 Billion
Q2 2023 Aug 14, 2023	SELL	$49.75 - $54.44 $45,372 - $49,649	-912 Reduced 2.44%	36,421 $1.98 Billion
Q1 2023 May 10, 2023	BUY	$46.97 - $51.65 $234 - $258	5 Added 0.01%	37,333 $1.88 Billion
Q4 2022 Feb 15, 2023	BUY	$44.09 - $50.41 $1.65 Million - $1.88 Million	37,328 New	37,328 $1.77 Billion

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

More about SPTM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Account

Gateway Wealth Partners, LLC Spdr Portfolio S&P 1500 Compos Transaction History