Guardian Wealth Advisors (North Carolina)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15.7M | Sell |
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|
2025
Q2 | $14.9M | Buy |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $12.7M | Buy |
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|
2024
Q3 | $12.4M | Buy |
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|
2024
Q2 | $11.6M | Sell |
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|
2024
Q1 | $11.7M | Sell |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.32M | Sell |
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|
2023
Q2 | $9.67M | Buy |
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|
2023
Q1 | $8.92M | Sell |
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|
2022
Q4 | $8.6M | Sell |
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|
2022
Q3 | $8.32M | Buy |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $458K | Buy |
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