Guardian Wealth Advisors (North Carolina)’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.54K	Buy	+59	New	+$7.85K	﹤0.01%	552
2025 Q3	–	Sell	-59	Closed	-$7.36K	–	514
2025 Q2	$7.36K	Hold	59	–	–	﹤0.01%	495
2025 Q1	$6.73K	Hold	59	–	–	﹤0.01%	475
2024 Q4	$6.83K	Hold	59	–	–	﹤0.01%	454
2024 Q3	$6.7K	Hold	59	–	–	﹤0.01%	397
2024 Q2	$6.42K	Hold	59	–	–	﹤0.01%	382
2024 Q1	$6.25K	Hold	59	–	–	﹤0.01%	397
2023 Q4	$5.61K	Hold	59	–	–	﹤0.01%	391
2023 Q3	$5.01K	Hold	59	–	–	﹤0.01%	373
2023 Q2	$5.19K	Hold	59	–	–	﹤0.01%	360
2023 Q1	$4.89K	Hold	59	–	–	﹤0.01%	359
2022 Q4	$4.65K	Hold	59	–	–	﹤0.01%	333
2022 Q3	$4K	Hold	59	–	–	﹤0.01%	314
2022 Q2	$4K	Buy	+59	New	+$4.89K	﹤0.01%	324