GWANC
Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
40,135
-70
| -0.2% | -$2.97K | 0.12% | 99 |
|
|
2025
Q1 | $1.78M | Sell |
40,205
-100
| -0.2% | -$4.43K | 0.14% | 93 |
|
|
2024
Q4 | $1.74M | Sell |
40,305
-577
| -1% | -$24.9K | 0.14% | 94 |
|
|
2024
Q3 | $1.87M | Sell |
40,882
-949
| -2% | -$43.3K | 0.2% | 68 |
|
|
2024
Q2 | $1.68M | Sell |
41,831
-899
| -2% | -$36.2K | 0.2% | 71 |
|
|
2024
Q1 | $1.74M | Sell |
42,730
-247
| -0.6% | -$10.1K | 0.21% | 68 |
|
|
2023
Q4 | $1.68M | Sell |
42,977
-871
| -2% | -$34.1K | 0.26% | 59 |
|
|
2023
Q3 | $1.54M | Buy |
43,848
+3
| +0% | +$105 | 0.26% | 60 |
|
|
2023
Q2 | $1.63M | Sell |
43,845
-4,147
| -9% | -$154K | 0.28% | 49 |
|
|
2023
Q1 | $1.82M | Buy |
47,992
+1,703
| +4% | +$64.7K | 0.32% | 37 |
|
|
2022
Q4 | $1.83M | Buy |
46,289
+1,002
| +2% | +$39.7K | 0.35% | 31 |
|
|
2022
Q3 | $1.61M | Buy |
45,287
+1,322
| +3% | +$46.9K | 0.3% | 38 |
|
|
2022
Q2 | $1.76M | Buy |
+43,965
| New | +$1.76M | 0.32% | 31 |
|