Guardian Asset Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Guardian Asset Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3M	Buy	128,758 +9,119	+8%	+$778K	5.22%	2
2026 Q1	$9.16M	Sell	119,639 -19,616	-14%	-$1.57M	5.35%	3
2025 Q4	$11.2M	Buy	139,255 +2,840	+2%	+$226K	5.81%	2
2025 Q3	$10.7M	Buy	136,415 +6,366	+5%	+$480K	5.75%	2
2025 Q2	$9.45M	Buy	130,049 +8,482	+7%	+$570K	5.43%	4
2025 Q1	$7.99M	Buy	121,567 +9,000	+8%	+$622K	5.21%	3
2024 Q4	$7.76M	Buy	112,567 +9,965	+10%	+$691K	4.98%	3
2024 Q3	$6.93M	Buy	102,602 +19,182	+23%	+$1.25M	4.7%	3
2024 Q2	$5.34M	Buy	83,420 +20,860	+33%	+$1.28M	3.92%	7
2024 Q1	$3.85M	Buy	+62,560	New	+$3.66M	3.19%	8

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Guardian Asset Advisors's SPYM Position: Q2 2026 in Review

Guardian Asset Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.6% in Q2 2026, buying an estimated $778K and bringing the position to 128,758 shares worth $11.3M. The position accounts for 5.22% of the portfolio, ranked #2.

Guardian Asset Advisors first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 647 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Guardian Asset Advisors held 128,758 shares of State Street SPDR Portfolio S&P 500 ETF worth $11.3M as of Q2 2026.
Guardian Asset Advisors bought 9,119 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $778K.
State Street SPDR Portfolio S&P 500 ETF made up 5.22% of Guardian Asset Advisors's portfolio in Q2 2026, its #2 holding.
Guardian Asset Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
647 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.