Guardian Wealth Advisors (North Carolina)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Buy |
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|
2025
Q1 | $5.74M | Buy |
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|
2024
Q4 | $6.01M | Sell |
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|
2024
Q3 | $5.94M | Sell |
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|
2024
Q2 | $5.75M | Sell |
|
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|
2024
Q1 | $5.57M | Buy |
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|
2023
Q4 | $5.03M | Buy |
|
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|
2023
Q3 | $4.47M | Sell |
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|
2023
Q2 | $9.74M | Buy |
|
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|
2023
Q1 | $8.58M | Buy |
|
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|
2022
Q4 | $7.89M | Buy |
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|
2022
Q3 | $6.5M | Buy |
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|
2022
Q2 | $6.73M | Buy |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $236K | Buy |
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