Gateway Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History

Gateway Wealth Partners, LLC

$386 Billion
Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 89,375 shares of SPYV stock, worth $4.71 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

89,375

Previous 102,118 12.48%

Holding current value

$4.71 Million

Previous $5.4 Billion 15.33%

% of portfolio

1.18%

Previous 1.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$51.09 - $55.27 $651,039 - $704,305	-12,743 Reduced 12.48%	89,375 $4.57 Billion
Q3 2024 Oct 24, 2024	SELL	$48.51 - $52.86 $104,150 - $113,490	-2,147 Reduced 2.06%	102,118 $5.4 Billion
Q2 2024 Aug 16, 2024	BUY	$47.37 - $50.09 $840,817 - $889,097	17,750 Added 20.52%	104,265 $5.08 Billion
Q1 2024 May 14, 2024	BUY	$45.88 - $50.1 $718,343 - $784,415	15,657 Added 22.1%	86,515 $4.33 Billion
Q4 2023 Feb 13, 2024	SELL	$39.63 - $46.73 $19,220 - $22,664	-485 Reduced 0.68%	70,858 $3.3 Billion
Q3 2023 Nov 14, 2023	SELL	$41.15 - $44.69 $557,788 - $605,772	-13,555 Reduced 15.97%	71,343 $2.94 Billion
Q2 2023 Aug 14, 2023	BUY	$40.17 - $43.27 $622,353 - $670,382	15,493 Added 22.32%	84,898 $3.67 Billion
Q1 2023 May 10, 2023	BUY	$38.68 - $42.77 $1.24 Million - $1.37 Million	31,949 Added 85.3%	69,405 $2.83 Billion
Q4 2022 Feb 15, 2023	BUY	$34.79 - $40.71 $1.3 Million - $1.52 Million	37,456 New	37,456 $1.46 Billion

Others Institutions Holding SPYV

# of Institutions

1,074

Shares Held

437M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Gateway Wealth Partners, LLC Spdr Portfolio S&P 500 Value E Transaction History