Guardian Wealth Advisors (North Carolina)’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.2K | Buy |
705
+1
| +0.1% | +$95 | ﹤0.01% | 382 |
|
|
2025
Q1 | $56.6K | Hold |
704
| – | – | ﹤0.01% | 373 |
|
|
2024
Q4 | $61.9K | Buy |
704
+408
| +138% | +$35.9K | ﹤0.01% | 358 |
|
|
2024
Q3 | $24.6K | Hold |
296
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $23.7K | Sell |
296
-2,513
| -89% | -$201K | ﹤0.01% | 337 |
|
|
2024
Q1 | $206K | Sell |
2,809
-244
| -8% | -$17.9K | 0.03% | 265 |
|
|
2023
Q4 | $199K | Buy |
3,053
+539
| +21% | +$35.1K | 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% | +$9.22K | 0.02% | 205 |
|
|
2022
Q2 | $122K | Buy |
+2,330
| New | +$122K | 0.02% | 198 |
|