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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.9M	Buy	112,634 +2,592	+2%	+$221K	0.56%	34
2026 Q1	$8.42M	Sell	110,042 -9,960	-8%	-$797K	0.53%	34
2025 Q4	$9.63M	Buy	120,002 +8,332	+7%	+$663K	0.6%	34
2025 Q3	$8.75M	Sell	111,670 -1,887	-2%	-$142K	0.57%	36
2025 Q2	$8.25M	Buy	113,557 +26,261	+30%	+$1.77M	0.58%	36
2025 Q1	$5.74M	Buy	87,296 +73	+0.1%	+$5.05K	0.46%	40
2024 Q4	$6.01M	Sell	87,223 -789	-0.9%	-$54.7K	0.47%	40
2024 Q3	$5.94M	Sell	88,012 -1,868	-2%	-$121K	0.63%	26
2024 Q2	$5.75M	Sell	89,880 -678	-0.7%	-$41.7K	0.67%	25
2024 Q1	$5.57M	Buy	90,558 +561	+0.6%	+$32.9K	0.68%	27
2023 Q4	$5.03M	Buy	89,997 +1,152	+1%	+$60.4K	0.76%	24
2023 Q3	$4.47M	Sell	88,845 -98,049	-52%	-$5.13M	0.76%	23
2023 Q2	$9.74M	Buy	186,894 +8,638	+5%	+$426K	1.67%	14
2023 Q1	$8.58M	Buy	178,256 +2,904	+2%	+$136K	1.51%	14
2022 Q4	$7.89M	Buy	175,352 +20,461	+13%	+$925K	1.52%	14
2022 Q3	$6.5M	Buy	154,891 +3,186	+2%	+$149K	1.21%	16
2022 Q2	$6.73M	Buy	151,705 +107,797	+246%	+$5.19M	1.23%	14
2022 Q1	$2.33M	Buy	43,908 +39,684	+939%	+$2.08M	1.01%	18
2021 Q4	$236K	Buy	+4,224	New	+$228K	0.1%	137

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q2 2026, buying an estimated $221K and bringing the position to 112,634 shares worth $9.9M. The position accounts for 0.56% of the portfolio, ranked #34.

Guardian Wealth Advisors (North Carolina) first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. 1,726 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 112,634 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.9M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 2,592 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $221K.
State Street SPDR Portfolio S&P 500 ETF made up 0.56% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #34 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,726 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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