Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.8M	Sell	22,505 -986	-4%	-$715K	0.94%	20
2026 Q1	$15.3M	Buy	23,491 +136	+0.6%	+$92.5K	0.96%	20
2025 Q4	$15.9M	Sell	23,355 -205	-0.9%	-$139K	0.99%	22
2025 Q3	$15.7M	Sell	23,560 -506	-2%	-$324K	1.02%	23
2025 Q2	$14.9M	Buy	24,066 +2,194	+10%	+$1.25M	1.05%	20
2025 Q1	$12.2M	Buy	21,872 +214	+1%	+$126K	0.98%	23
2024 Q4	$12.7M	Buy	21,658 +103	+0.5%	+$60.7K	1%	23
2024 Q3	$12.4M	Buy	21,555 +256	+1%	+$142K	1.31%	18
2024 Q2	$11.6M	Sell	21,299 -1,163	-5%	-$609K	1.36%	18
2024 Q1	$11.7M	Sell	22,462 -155	-0.7%	-$77.2K	1.44%	17
2023 Q4	$10.8M	Buy	22,617 +904	+4%	+$403K	1.63%	14
2023 Q3	$9.32M	Sell	21,713 -14	-0.1%	-$6.23K	1.58%	14
2023 Q2	$9.67M	Buy	21,727 +23	+0.1%	+$9.65K	1.66%	15
2023 Q1	$8.92M	Sell	21,704 -676	-3%	-$270K	1.57%	13
2022 Q4	$8.6M	Sell	22,380 -821	-4%	-$316K	1.65%	12
2022 Q3	$8.32M	Buy	23,201 +22,455	+3,010%	+$8.92M	1.55%	12
2022 Q2	$284K	Sell	746 -305	-29%	-$125K	0.05%	152
2022 Q1	$476K	Buy	1,051 +86	+9%	+$38.3K	0.21%	89
2021 Q4	$458K	Buy	+965	New	+$443K	0.2%	96

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Guardian Wealth Advisors (North Carolina) reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.2% in Q2 2026, selling an estimated $715K and leaving 22,505 shares worth $16.8M. The position accounts for 0.94% of the portfolio, ranked #20.

Guardian Wealth Advisors (North Carolina) first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,659 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 22,505 shares of State Street SPDR S&P 500 ETF Trust worth $16.8M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 986 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $715K.
State Street SPDR S&P 500 ETF Trust made up 0.94% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #20 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,659 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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