GWAM
Guardian Wealth Advisors (Minnesota)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Buy |
39,989
+748
| +2% | +$462K | 14.63% | 1 |
|
|
2025
Q1 | $22M | Buy |
39,241
+927
| +2% | +$519K | 14.08% | 1 |
|
|
2024
Q4 | $22.5M | Sell |
38,314
-902
| -2% | -$529K | 14.39% | 1 |
|
|
2024
Q3 | $22.5M | Sell |
39,216
-1,411
| -3% | -$810K | 13.89% | 1 |
|
|
2024
Q2 | $22.1M | Sell |
40,627
-93
| -0.2% | -$50.6K | 14.38% | 1 |
|
|
2024
Q1 | $21.3M | Sell |
40,720
-634
| -2% | -$332K | 13.84% | 1 |
|
|
2023
Q4 | $19.7M | Sell |
41,354
-160
| -0.4% | -$76.1K | 13.71% | 1 |
|
|
2023
Q3 | $17.7M | Sell |
41,514
-109
| -0.3% | -$46.6K | 13.6% | 1 |
|
|
2023
Q2 | $18.5M | Buy |
41,623
+1,179
| +3% | +$523K | 13.57% | 1 |
|
|
2023
Q1 | $16.6M | Buy |
40,444
+2,901
| +8% | +$1.19M | 12.97% | 1 |
|
|
2022
Q4 | $14.4M | Buy |
37,543
+665
| +2% | +$254K | 12.75% | 1 |
|
|
2022
Q3 | $13.2M | Buy |
36,878
+1,702
| +5% | +$608K | 12.8% | 1 |
|
|
2022
Q2 | $13.3M | Buy |
35,176
+1,245
| +4% | +$470K | 12.21% | 1 |
|
|
2022
Q1 | $15.3M | Buy |
33,931
+625
| +2% | +$282K | 12.6% | 1 |
|
|
2021
Q4 | $15.8M | Buy |
33,306
+1,538
| +5% | +$730K | 12.68% | 1 |
|
|
2021
Q3 | $13.6M | Buy |
31,768
+153
| +0.5% | +$65.7K | 12.12% | 1 |
|
|
2021
Q2 | $13.5M | Sell |
31,615
-276
| -0.9% | -$118K | 11.71% | 1 |
|
|
2021
Q1 | $12.6M | Sell |
31,891
-512
| -2% | -$203K | 11.71% | 1 |
|
|
2020
Q4 | $12.1M | Buy |
+32,403
| New | +$12.1M | 12.02% | 1 |
|