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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Guardian Wealth Advisors (Minnesota) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.9% in Q1 2026, buying an estimated $334K and bringing the position to 113,002 shares worth $11.1M. The position accounts for 6.36% of the portfolio, ranked #6.

Guardian Wealth Advisors (Minnesota) first reported a position in SPYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.7M in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 113,002 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $11.1M as of Q1 2026.
Guardian Wealth Advisors (Minnesota) bought 3,203 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $334K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 6.36% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 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 9 quarters since.
Guardian Wealth Advisors (Minnesota)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $11.7M in Q4 2025.
1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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