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

Guardian Wealth Advisors (Minnesota)’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.2M Buy
216,366
+1,059
+0.5% +$61.4K 7.04% 5
2025
Q4 		$12.2M Buy
215,307
+10,140
+5% +$570K 6.9% 5
2025
Q3 		$11.4M Buy
205,167
+22,222
+12% +$1.2M 6.44% 6
2025
Q2 		$9.58M Buy
182,945
+32,810
+22% +$1.64M 5.67% 6
2025
Q1 		$7.67M Buy
150,135
+52,906
+54% +$2.74M 4.92% 6
2024
Q4 		$4.97M Buy
97,229
+59,487
+158% +$3.17M 3.19% 10
2024
Q3 		$2M Buy
37,742
+14,474
+62% +$737K 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% +$699K 0.64% 17
2023
Q4 		$240K Buy
+5,151
New +$222K 0.17% 66

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Guardian Wealth Advisors (Minnesota) increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.49% in Q1 2026, buying an estimated $61.4K and bringing the position to 216,366 shares worth $12.2M. The position accounts for 7.04% of the portfolio, ranked #5.

Guardian Wealth Advisors (Minnesota) first reported a position in SPYV in Q4 2023 and has held it in 10 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 216,366 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $12.2M as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) bought 1,059 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $61.4K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 7.04% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #5 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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