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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 2,436 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #318.

Guardian Wealth Advisors (North Carolina) first reported a position in SPYG in Q2 2022 and has held it in 15 quarters since. The position peaked at $260K in Q4 2025. 1,316 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 2,436 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $239K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #318 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 15 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $260K in Q4 2025.
  • 1,316 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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