SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Gateway Wealth Partners, LLC's Holding History (CIK: 0001966037)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 133,235 Value ($000) $7,569 Avg Close — Range —
Q3 2025
Shares 116,950 Value ($000) $6,471 Avg Close — Range —
Q2 2025
Shares 105,604 Value ($000) $5,527 Avg Close — Range —
Q1 2025
Shares 94,896 Value ($000) $4,846 Avg Close — Range —
Q4 2024
Shares 89,375 Value ($000) $4,571 Avg Close — Range —
Q3 2024
Shares 102,118 Value ($000) $5,398 Avg Close — Range —
Q2 2024
Shares 104,265 Value ($000) $5,082 Avg Close — Range —
Q1 2024
Shares 86,515 Value ($000) $4,334 Avg Close — Range —
Q4 2023
Shares 70,858 Value ($000) $3,304 Avg Close — Range —
Q3 2023
Shares 71,343 Value ($000) $2,944 Avg Close — Range —
Q2 2023
Shares 84,898 Value ($000) $3,668 Avg Close — Range —
Q1 2023
Shares 69,405 Value ($000) $2,826 Avg Close — Range —
Q4 2022
Shares 37,456 Value ($000) $1,457 Avg Close — Range —