GWAM
SPY icon

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
Q2 		$29.9M Buy
40,018
+966
+2% +$700K 14.95% 1
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s SPY Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.5% in Q2 2026, buying an estimated $700K and bringing the position to 40,018 shares worth $29.9M. The position accounts for 14.95% of the portfolio, ranked #1.

Guardian Wealth Advisors (Minnesota) first reported a position in SPY in Q4 2020 and has held it in 23 quarters since. 4,656 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 40,018 shares of State Street SPDR S&P 500 ETF Trust worth $29.9M as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) bought 966 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $700K.
  • State Street SPDR S&P 500 ETF Trust made up 14.95% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 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 23 quarters since.
  • 4,656 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.