GWAM
Guardian Wealth Advisors (Minnesota)’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Hold |
4,922
| – | – | 0.12% | 71 |
|
|
2025
Q1 | $201K | Hold |
4,922
| – | – | 0.13% | 73 |
|
|
2024
Q4 | $221K | Hold |
4,922
| – | – | 0.14% | 72 |
|
|
2024
Q3 | $224K | Hold |
4,922
| – | – | 0.14% | 75 |
|
|
2024
Q2 | $204K | Hold |
4,922
| – | – | 0.13% | 78 |
|
|
2024
Q1 | $212K | Buy |
+4,922
| New | +$212K | 0.14% | 76 |
|