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

Gateway Wealth Partners, LLC

$386 Billion
Q4 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 4,803 shares of SPTM stock, worth $352,540. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,803

Previous 5,454 11.94%

Holding current value

$352,540

Previous $382 Million 10.21%

% of portfolio

0.09%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$69.3 - $74.3 $45,114 - $48,369	-651 Reduced 11.94%	4,803 $343 Million
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

642

Shares Held

86.8M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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