Guardian Wealth Advisors (Minnesota)’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Guardian Wealth Advisors (Minnesota)’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.1M	Sell	110,316 -2,686	-2%	-$307K	6.57%	6
2026 Q1	$11.1M	Buy	113,002 +3,203	+3%	+$334K	6.36%	6
2025 Q4	$11.7M	Sell	109,799 -1,971	-2%	-$209K	6.61%	6
2025 Q3	$11.7M	Buy	111,770 +7,056	+7%	+$703K	6.62%	5
2025 Q2	$9.98M	Buy	104,714 +16,241	+18%	+$1.39M	5.91%	5
2025 Q1	$7.11M	Buy	88,473 +31,669	+56%	+$2.76M	4.56%	7
2024 Q4	$4.99M	Buy	56,804 +34,649	+156%	+$2.99M	3.2%	9
2024 Q3	$1.84M	Buy	22,155 +7,838	+55%	+$627K	1.13%	16
2024 Q2	$1.15M	Buy	14,317 +2,385	+20%	+$178K	0.75%	16
2024 Q1	$873K	Buy	+11,932	New	+$830K	0.57%	21

Other funds holding SPYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Guardian Wealth Advisors (Minnesota) reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.4% in Q2 2026, selling an estimated $307K and leaving 110,316 shares worth $13.1M. The position accounts for 6.57% of the portfolio, ranked #6.

Guardian Wealth Advisors (Minnesota) first reported a position in SPYG in Q1 2024 and has held it in 10 quarters since. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 110,316 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $13.1M as of Q2 2026.
Guardian Wealth Advisors (Minnesota) sold 2,686 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $307K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 6.57% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #6 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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