Guardian Wealth Advisors (Minnesota)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 Q1	$25.4M	Buy	39,052 +571	+1%	+$388K	14.6%	1
2025 Q4	$26.2M	Sell	38,481 -1,133	-3%	-$766K	14.8%	1
2025 Q3	$26.4M	Sell	39,614 -375	-0.9%	-$240K	14.96%	1
2025 Q2	$24.7M	Buy	39,989 +748	+2%	+$428K	14.63%	1
2025 Q1	$22M	Buy	39,241 +927	+2%	+$545K	14.08%	1
2024 Q4	$22.5M	Sell	38,314 -902	-2%	-$531K	14.39%	1
2024 Q3	$22.5M	Sell	39,216 -1,411	-3%	-$780K	13.89%	1
2024 Q2	$22.1M	Sell	40,627 -93	-0.2%	-$48.7K	14.38%	1
2024 Q1	$21.3M	Sell	40,720 -634	-2%	-$316K	13.84%	1
2023 Q4	$19.7M	Sell	41,354 -160	-0.4%	-$71.3K	13.71%	1
2023 Q3	$17.7M	Sell	41,514 -109	-0.3%	-$48.5K	13.6%	1
2023 Q2	$18.5M	Buy	41,623 +1,179	+3%	+$495K	13.57%	1
2023 Q1	$16.6M	Buy	40,444 +2,901	+8%	+$1.16M	12.97%	1
2022 Q4	$14.4M	Buy	37,543 +665	+2%	+$256K	12.75%	1
2022 Q3	$13.2M	Buy	36,878 +1,702	+5%	+$676K	12.8%	1
2022 Q2	$13.3M	Buy	35,176 +1,245	+4%	+$510K	12.21%	1
2022 Q1	$15.3M	Buy	33,931 +625	+2%	+$278K	12.6%	1
2021 Q4	$15.8M	Buy	33,306 +1,538	+5%	+$706K	12.68%	1
2021 Q3	$13.6M	Buy	31,768 +153	+0.5%	+$67.5K	12.12%	1
2021 Q2	$13.5M	Sell	31,615 -276	-0.9%	-$115K	11.71%	1
2021 Q1	$12.6M	Sell	31,891 -512	-2%	-$197K	11.71%	1
2020 Q4	$12.1M	Buy	+32,403	New	+$11.5M	12.02%	1

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s SPY Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.5% in Q1 2026, buying an estimated $388K and bringing the position to 39,052 shares worth $25.4M. The position accounts for 14.6% of the portfolio, ranked #1.

Guardian Wealth Advisors (Minnesota) first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $26.4M in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 39,052 shares of State Street SPDR S&P 500 ETF Trust worth $25.4M as of Q1 2026.
Guardian Wealth Advisors (Minnesota) bought 571 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $388K.
State Street SPDR S&P 500 ETF Trust made up 14.6% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #1 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Guardian Wealth Advisors (Minnesota)'s State Street SPDR S&P 500 ETF Trust position peaked at $26.4M in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.