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Gateway Wealth Partners, LLC

SEC CIK
0001966037
Latest filing
Aug 4, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Gateway Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
28,610
Value
$21.4M
% of portfolio
1.3%
Quarters held
15
Since Q4 2022
Holdings of SPY by Gateway Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,610$21.4M1.3%−26,361−48.0%ReducedHolders
Q1 202654,971$35.8M1.4%+26,838+95.4%AddedHolders
Q4 202528,133$19.2M2.1%−397−1.4%ReducedHolders
Q3 202528,530$19.0M2.6%−1,017−3.4%ReducedHolders
Q2 202529,547$18.3M3.5%−2,552−8.0%ReducedHolders
Q1 202532,099$18.0M4.0%−394−1.2%ReducedHolders
Q4 202432,493$19.0M4.9%−229−0.7%ReducedHolders
Q3 202432,722$18.8M5.2%+4,518+16.0%AddedHolders
Q2 202428,204$15.3M4.6%−972−3.3%ReducedHolders
Q1 202429,176$15.3M5.5%−2,511−7.9%ReducedHolders
Q4 202331,687$15.1M6.1%+10,782+51.6%AddedHolders
Q3 202320,905$8.94M1.6%−635−2.9%ReducedHolders
Q2 202321,540$9.55M1.7%−109,609−83.6%ReducedHolders
Q1 2023131,149$53.7M8.3%+1,758+1.4%AddedHolders
Q4 2022129,391$49.5M8.5%–No prior filingHolders