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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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SPY Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.58% in Q1 2026, buying an estimated $92.5K and bringing the position to 23,491 shares worth $15.3M. The position accounts for 0.96% of the portfolio, ranked #20.

Guardian Wealth Advisors (North Carolina) first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.9M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 23,491 shares of State Street SPDR S&P 500 ETF Trust worth $15.3M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) bought 136 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $92.5K.
  • State Street SPDR S&P 500 ETF Trust made up 0.96% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 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 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P 500 ETF Trust position peaked at $15.9M in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.