Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,139	Closed	-$166K	–	556
2026 Q1	$166K	Buy	+1,139	New	+$170K	0.01%	363
2025 Q3	–	Sell	-1,304	Closed	-$177K	–	513
2025 Q2	$177K	Buy	1,304 +6	+0.5%	+$796	0.01%	334
2025 Q1	$176K	Buy	1,298 +5	+0.4%	+$672	0.01%	318
2024 Q4	$171K	Buy	1,293 +1,183	+1,075%	+$165K	0.01%	318
2024 Q3	$15.6K	Hold	110	–	–	﹤0.01%	364
2024 Q2	$14K	Sell	110 -98	-47%	-$12.6K	﹤0.01%	357
2024 Q1	$27.3K	Buy	208 +35	+20%	+$4.39K	﹤0.01%	349
2023 Q4	$21.6K	Sell	173 -233	-57%	-$27.4K	﹤0.01%	350
2023 Q3	$46.7K	Hold	406	–	–	0.01%	298
2023 Q2	$49.8K	Hold	406	–	–	0.01%	283
2023 Q1	$50.2K	Hold	406	–	–	0.01%	267
2022 Q4	$50.8K	Buy	406 +82	+25%	+$10.1K	0.01%	254
2022 Q3	$36K	Buy	324 +73	+29%	+$8.99K	0.01%	250
2022 Q2	$30K	Buy	251 +151	+151%	+$18.8K	0.01%	253
2022 Q1	$13K	Hold	100	–	–	0.01%	211
2021 Q4	$13K	Buy	+100	New	+$12.4K	0.01%	197

Other funds holding SDY

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina)'s SDY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Dividend ETF (SDY) in Q2 2026, closing a stake of 1,139 shares — an estimated $166K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SDY in Q4 2021 and held it in 16 quarters. The position peaked at $177K in Q2 2025. 1,239 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Dividend ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,139 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $166K.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Dividend ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Dividend ETF position peaked at $177K in Q2 2025.
1,239 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.