GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Buy |
113,557
+26,261
| +30% | +$1.91M | 0.58% | 36 |
|
|
2025
Q1 | $5.74M | Buy |
87,296
+73
| +0.1% | +$4.8K | 0.46% | 40 |
|
|
2024
Q4 | $6.01M | Sell |
87,223
-789
| -0.9% | -$54.4K | 0.47% | 39 |
|
|
2024
Q3 | $5.94M | Sell |
88,012
-1,868
| -2% | -$126K | 0.63% | 25 |
|
|
2024
Q2 | $5.75M | Sell |
89,880
-678
| -0.7% | -$43.4K | 0.67% | 25 |
|
|
2024
Q1 | $5.57M | Buy |
90,558
+561
| +0.6% | +$34.5K | 0.68% | 27 |
|
|
2023
Q4 | $5.03M | Buy |
89,997
+1,152
| +1% | +$64.4K | 0.76% | 24 |
|
|
2023
Q3 | $4.47M | Sell |
88,845
-98,049
| -52% | -$4.93M | 0.76% | 23 |
|
|
2023
Q2 | $9.74M | Buy |
186,894
+8,638
| +5% | +$450K | 1.67% | 14 |
|
|
2023
Q1 | $8.58M | Buy |
178,256
+2,904
| +2% | +$140K | 1.51% | 14 |
|
|
2022
Q4 | $7.89M | Buy |
175,352
+20,461
| +13% | +$920K | 1.52% | 14 |
|
|
2022
Q3 | $6.5M | Buy |
154,891
+3,186
| +2% | +$134K | 1.21% | 16 |
|
|
2022
Q2 | $6.73M | Buy |
151,705
+107,797
| +246% | +$4.78M | 1.23% | 14 |
|
|
2022
Q1 | $2.33M | Buy |
43,908
+39,684
| +939% | +$2.11M | 1.01% | 18 |
|
|
2021
Q4 | $236K | Buy |
+4,224
| New | +$236K | 0.1% | 137 |
|