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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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