GWAM
Guardian Wealth Advisors (Minnesota)’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Buy |
182,945
+32,810
| +22% | +$1.72M | 5.67% | 6 |
|
|
2025
Q1 | $7.67M | Buy |
150,135
+52,906
| +54% | +$2.7M | 4.92% | 6 |
|
|
2024
Q4 | $4.97M | Buy |
97,229
+59,487
| +158% | +$3.04M | 3.19% | 10 |
|
|
2024
Q3 | $2M | Buy |
37,742
+14,474
| +62% | +$765K | 1.23% | 14 |
|
|
2024
Q2 | $1.13M | Buy |
23,268
+3,464
| +17% | +$169K | 0.74% | 18 |
|
|
2024
Q1 | $992K | Buy |
19,804
+14,653
| +284% | +$734K | 0.64% | 17 |
|
|
2023
Q4 | $240K | Buy |
+5,151
| New | +$240K | 0.17% | 66 |
|