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 39,216 shares of SPY stock, worth $23.3 Million. This represents 13.9% of its overall portfolio holdings.

Number of Shares
39,216
Previous 40,627 3.47%
Holding current value
$23.3 Million
Previous $22.1 Million 1.78%
% of portfolio
13.9%
Previous 14.39%

Shares

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

Nov 07, 2024

SELL
$517.38 - $573.86 $730,023 - $809,716
-1,411 Reduced 3.47%
39,216 $22.5 Million
Q2 2024

Aug 08, 2024

SELL
$495.16 - $548.49 $46,049 - $51,009
-93 Reduced 0.23%
40,627 $22.1 Million
Q1 2024

Apr 26, 2024

SELL
$467.28 - $523.17 $296,255 - $331,689
-634 Reduced 1.53%
40,720 $21.3 Million
Q4 2023

Feb 08, 2024

SELL
$410.68 - $476.69 $65,708 - $76,270
-160 Reduced 0.39%
41,354 $19.7 Million
Q3 2023

Oct 30, 2023

SELL
$425.88 - $457.79 $46,420 - $49,899
-109 Reduced 0.26%
41,514 $17.7 Million
Q2 2023

Aug 08, 2023

BUY
$404.36 - $443.28 $476,740 - $522,627
1,179 Added 2.92%
41,623 $18.5 Million
Q1 2023

May 18, 2023

BUY
$379.5 - $416.78 $1.35 Million - $1.49 Million
3,566 Added 9.67%
40,444 $16.6 Million
Q1 2023

May 03, 2023

SELL
$379.5 - $416.78 $7.42 Million - $8.15 Million
-19,564 Reduced 52.11%
17,979 $7.36 Million
Q4 2022

Feb 02, 2023

BUY
$357.63 - $407.42 $8.84 Million - $10.1 Million
24,714 Added 192.64%
37,543 $14.4 Million
Q3 2022

May 18, 2023

BUY
$357.18 - $429.7 $6.75 Million - $8.12 Million
18,899 Added 105.12%
36,878 $13.2 Million
Q3 2022

Nov 09, 2022

SELL
$357.18 - $429.7 $7.98 Million - $9.6 Million
-22,347 Reduced 63.53%
12,829 $4.58 Million
Q2 2022

Aug 12, 2022

BUY
$365.86 - $456.8 $455,495 - $568,716
1,245 Added 3.67%
35,176 $13.3 Million
Q1 2022

May 11, 2022

BUY
$416.25 - $477.71 $260,156 - $298,568
625 Added 1.88%
33,931 $15.3 Million
Q4 2021

Feb 03, 2022

BUY
$428.64 - $477.48 $659,248 - $734,364
1,538 Added 4.84%
33,306 $15.8 Million
Q3 2021

Nov 10, 2021

BUY
$424.97 - $453.19 $65,020 - $69,338
153 Added 0.48%
31,768 $13.6 Million
Q2 2021

Jul 28, 2021

SELL
$400.61 - $428.06 $496 Million - $530 Million
-1,237,473 Reduced 97.51%
31,615 $13.5 Million
Q1 2021

May 10, 2021

BUY
$368.79 - $397.26 $456 Million - $491 Million
1,237,197 Added 3879.46%
1,269,088 $503 Million
Q1 2021

May 10, 2021

SELL
$368.79 - $397.26 $188,820 - $203,397
-512 Reduced 1.58%
31,891 $12.6 Million
Q4 2020

May 10, 2021

BUY
$326.54 - $373.88 $10.6 Million - $12.1 Million
32,403 New
32,403 $12.1 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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