Guardian Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Guardian Wealth Advisors, LLC

  • $838 Million
  • Q3 2024

A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 21,555 shares of SPY stock, worth $13 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
21,555
Previous 21,299 1.2%
Holding current value
$13 Million
Previous $11.6 Million 6.71%
% of portfolio
1.48%
Previous 1.54%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$517.38 - $573.86 $132,449 - $146,908
256 Added 1.2%
21,555 $12.4 Million
Q2 2024

Aug 14, 2024
SELL
$495.16 - $548.49 $575,871 - $637,893
-1,163 Reduced 5.18%
21,299 $11.6 Million
Q1 2024

May 15, 2024
SELL
$467.28 - $523.17 $72,428 - $81,091
-155 Reduced 0.69%
22,462 $11.7 Million
Q4 2023

Feb 14, 2024
BUY
$410.68 - $476.69 $371,254 - $430,927
904 Added 4.16%
22,617 $10.8 Million
Q3 2023

Nov 14, 2023
SELL
$425.88 - $457.79 $5,962 - $6,409
-14 Reduced 0.06%
21,713 $9.28 Million
Q2 2023

Aug 14, 2023
BUY
$404.36 - $443.28 $9,300 - $10,195
23 Added 0.11%
21,727 $9.63 Million
Q1 2023

May 15, 2023
SELL
$379.5 - $416.78 $256,542 - $281,743
-676 Reduced 3.02%
21,704 $8.89 Million
Q4 2022

Feb 14, 2023
SELL
$357.63 - $407.42 $293,614 - $334,491
-821 Reduced 3.54%
22,380 $8.56 Million
Q3 2022

Nov 14, 2022
BUY
$357.18 - $429.7 $8.02 Million - $9.65 Million
22,455 Added 3010.05%
23,201 $8.32 Million
Q2 2022

Aug 15, 2022
SELL
$365.86 - $456.8 $111,587 - $139,324
-305 Reduced 29.02%
746 $284,000
Q1 2022

May 16, 2022
BUY
$416.25 - $477.71 $35,797 - $41,083
86 Added 8.91%
1,051 $476,000
Q4 2021

May 16, 2022
BUY
$428.64 - $477.48 $413,637 - $460,768
965 New
965 $458,000

Others Institutions Holding SPY

# of Institutions
4,552
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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