SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

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

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

Q4 2025
Shares 152,980 Value ($000) $12,621 Avg Close — Range —
Q3 2025
Shares 135,812 Value ($000) $10,953 Avg Close — Range —
Q2 2025
Shares 45,102 Value ($000) $3,378 Avg Close — Range —
Q1 2025
Shares 4,164 Value ($000) $283 Avg Close — Range —
Q4 2024
Shares 4,803 Value ($000) $343 Avg Close — Range —
Q3 2024
Shares 5,454 Value ($000) $382 Avg Close — Range —
Q2 2024
Shares 6,025 Value ($000) $400 Avg Close — Range —
Q1 2024
Shares 7,358 Value ($000) $472 Avg Close — Range —
Q4 2023
Shares 9,531 Value ($000) $557 Avg Close — Range —
Q3 2023
Shares 35,665 Value ($000) $1,872 Avg Close — Range —
Q2 2023
Shares 36,421 Value ($000) $1,983 Avg Close — Range —
Q1 2023
Shares 37,333 Value ($000) $1,883 Avg Close — Range —
Q4 2022
Shares 37,328 Value ($000) $1,765 Avg Close — Range —