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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$474K	Buy	3,983 +1,547	+64%	+$177K	0.03%	248
2026 Q1	$239K	Hold	2,436	–	–	0.02%	318
2025 Q4	$260K	Buy	+2,436	New	+$258K	0.02%	316
2025 Q3	–	Sell	-705	Closed	-$67.2K	–	521
2025 Q2	$67.2K	Buy	705 +1	+0.1%	+$86	﹤0.01%	382
2025 Q1	$56.6K	Hold	704	–	–	﹤0.01%	373
2024 Q4	$61.9K	Buy	704 +408	+138%	+$35.3K	﹤0.01%	359
2024 Q3	$24.6K	Hold	296	–	–	﹤0.01%	346
2024 Q2	$23.7K	Sell	296 -2,513	-89%	-$188K	﹤0.01%	337
2024 Q1	$206K	Sell	2,809 -244	-8%	-$17K	0.03%	265
2023 Q4	$199K	Buy	3,053 +539	+21%	+$33.2K	0.03%	243
2023 Q3	$149K	Hold	2,514	–	–	0.03%	246
2023 Q2	$153K	Hold	2,514	–	–	0.03%	236
2023 Q1	$139K	Hold	2,514	–	–	0.02%	226
2022 Q4	$127K	Hold	2,514	–	–	0.02%	217
2022 Q3	$126K	Buy	2,514 +184	+8%	+$10.4K	0.02%	205
2022 Q2	$122K	Buy	+2,330	New	+$134K	0.02%	198

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

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

Guardian Wealth Advisors (North Carolina) increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 64% in Q2 2026, buying an estimated $177K and bringing the position to 3,983 shares worth $474K. The position accounts for 0.03% of the portfolio, ranked #248.

Guardian Wealth Advisors (North Carolina) first reported a position in SPYG in Q2 2022 and has held it in 16 quarters since. 1,413 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 3,983 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $474K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 1,547 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $177K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #248 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2022 and has held it in 16 quarters since.
1,413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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