Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.75M	Hold	36,675	–	–	0.1%	127
2026 Q1	$1.67M	Hold	36,675	–	–	0.11%	118
2025 Q4	$1.59M	Sell	36,675 -2,030	-5%	-$87.9K	0.1%	118
2025 Q3	$1.7M	Sell	38,705 -1,430	-4%	-$62.7K	0.11%	109
2025 Q2	$1.7M	Sell	40,135 -70	-0.2%	-$2.94K	0.12%	99
2025 Q1	$1.78M	Sell	40,205 -100	-0.2%	-$4.4K	0.14%	93
2024 Q4	$1.74M	Sell	40,305 -577	-1%	-$26.2K	0.14%	95
2024 Q3	$1.87M	Sell	40,882 -949	-2%	-$41.2K	0.2%	69
2024 Q2	$1.68M	Sell	41,831 -899	-2%	-$36.1K	0.2%	71
2024 Q1	$1.74M	Sell	42,730 -247	-0.6%	-$9.64K	0.21%	68
2023 Q4	$1.68M	Sell	42,977 -871	-2%	-$31.3K	0.26%	59
2023 Q3	$1.54M	Buy	43,848 +3	+0%	+$112	0.26%	60
2023 Q2	$1.63M	Sell	43,845 -4,147	-9%	-$153K	0.28%	49
2023 Q1	$1.82M	Buy	47,992 +1,703	+4%	+$68K	0.32%	37
2022 Q4	$1.83M	Buy	46,289 +1,002	+2%	+$39.2K	0.35%	31
2022 Q3	$1.61M	Buy	45,287 +1,322	+3%	+$53.2K	0.3%	38
2022 Q2	$1.75M	Buy	+43,965	New	+$1.89M	0.32%	31

Other funds holding SPYD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina) held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q2 2026 at 36,675 shares worth $1.75M. The position accounts for 0.1% of the portfolio, ranked #127.

Guardian Wealth Advisors (North Carolina) first reported a position in SPYD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.87M in Q3 2024. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 36,675 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $1.75M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.1% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #127 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q2 2022 and has held it in 17 quarters since.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $1.87M in Q3 2024.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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