GWAM
Guardian Wealth Advisors (Minnesota)’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.98M | Buy |
104,714
+16,241
| +18% | +$1.55M | 5.91% | 5 |
|
|
2025
Q1 | $7.11M | Buy |
88,473
+31,669
| +56% | +$2.55M | 4.56% | 7 |
|
|
2024
Q4 | $4.99M | Buy |
56,804
+34,649
| +156% | +$3.05M | 3.2% | 9 |
|
|
2024
Q3 | $1.84M | Buy |
22,155
+7,838
| +55% | +$650K | 1.13% | 16 |
|
|
2024
Q2 | $1.15M | Buy |
14,317
+2,385
| +20% | +$191K | 0.75% | 16 |
|
|
2024
Q1 | $873K | Buy |
+11,932
| New | +$873K | 0.57% | 21 |
|