SPY β€” SPDR S&P 500 ETF TR TR UNIT

Ownership history in Gateway Advisory, LLC  Β·  12 quarters on record

AI Ownership Summary

Gateway Advisory, LLC reported SPDR S&P 500 ETF TR TR UNIT (SPY) in 12 quarterly 13F filings from 2024 Q2 through 2024 Q2. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows SPY at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gateway Advisory, LLC's position in SPDR S&P 500 ETF TR TR UNIT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q2

SPY was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2024 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gateway Advisory, LLC held SPY β€” position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q2 REDUCED 418 -3,273 -88.7% 0.04% $227K 2024-08-14 $532.54
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Gateway Advisory, LLC and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gateway Advisory, LLC reported owning SPY?

Gateway Advisory, LLC reported SPY across 1 quarterly 13F filings, from 2024 Q2 through 2024 Q2.

What was the largest reported SPY position in Gateway Advisory, LLC's portfolio?

The largest reported portfolio weight for SPY was 0.04% in 2024 Q2.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2024 Q2, when Gateway Advisory, LLC reported 418 shares, equal to 0.04% of portfolio, with an estimated market value of $227K.

What does the chart on this SPY ownership page compare?

The chart compares Gateway Advisory, LLC's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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