Guardian Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Guardian Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.08M	Hold	11,910	–	–	0.81%	38
2026 Q2	$8.89M	Sell	11,910 -130	-1%	-$94.3K	0.8%	39
2026 Q1	$7.85M	Buy	12,040 +37	+0.3%	+$25.2K	0.65%	49
2025 Q4	$8.21M	Buy	12,003 +198	+2%	+$134K	0.66%	47
2025 Q3	$7.89M	Sell	11,805 -15	-0.1%	-$9.6K	0.67%	54
2025 Q2	$7.38M	Buy	11,820 +238	+2%	+$136K	0.66%	52
2025 Q1	$6.2M	Sell	11,582 -12	-0.1%	-$7.05K	0.64%	51
2024 Q4	$6.83M	Buy	+11,594	New	+$6.83M	0.7%	52

Other funds holding SPY

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Guardian Partners's SPY Position: Q3 2026 in Review

Guardian Partners held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q3 2026 at 11,910 shares worth $9.08M. The position accounts for 0.81% of the portfolio, ranked #38.

Guardian Partners first reported a position in SPY in Q4 2024 and has held it in 8 quarters since. 2,138 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Guardian Partners held 11,910 shares of State Street SPDR S&P 500 ETF Trust worth $9.08M as of Q3 2026.
Guardian Partners left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q3 2026.
State Street SPDR S&P 500 ETF Trust made up 0.81% of Guardian Partners's portfolio in Q3 2026, its #38 holding.
Guardian Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 8 quarters since.
2,138 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.