GWANC
SPYM

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina) reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.3% in Q1 2026, selling an estimated $797K and leaving 110,042 shares worth $8.42M. The position accounts for 0.53% of the portfolio, ranked #34.

Guardian Wealth Advisors (North Carolina) first reported a position in SPYM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.74M in Q2 2023. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 110,042 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.42M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 9,960 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $797K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.53% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 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 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR Portfolio S&P 500 ETF position peaked at $9.74M in Q2 2023.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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