Guardian Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Guardian Wealth Advisors, LLC

$156 Million
Q1 2025

A detailed history of Guardian Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Guardian Wealth Advisors, LLC holds 150,135 shares of SPYV stock, worth $7.61 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares

150,135

Previous 97,229 54.41%

Holding current value

$7.61 Million

Previous $4.97 Million 54.2%

% of portfolio

4.92%

Previous 3.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$49.78 - $53.19 $2.63 Million - $2.81 Million	52,906 Added 54.41%	150,135 $7.67 Million
Q4 2024 Jan 27, 2025	BUY	$51.09 - $55.27 $3.04 Million - $3.29 Million	59,487 Added 157.61%	97,229 $4.97 Million
Q3 2024 Nov 07, 2024	BUY	$48.51 - $52.86 $702,133 - $765,095	14,474 Added 62.21%	37,742 $2 Million
Q2 2024 Aug 08, 2024	BUY	$47.37 - $50.09 $164,089 - $173,511	3,464 Added 17.49%	23,268 $1.13 Million
Q1 2024 Apr 26, 2024	BUY	$45.88 - $50.1 $672,279 - $734,115	14,653 Added 284.47%	19,804 $992,000
Q4 2023 Feb 08, 2024	BUY	$39.63 - $46.73 $204,134 - $240,706	5,151 New	5,151 $240,000
Q3 2022 Nov 09, 2022	BUY	$34.49 - $40.43 $34,041 - $39,904	987 New	987 $34,000

Others Institutions Holding SPYV

# of Institutions

1,112

Shares Held

452M

Call Options Held

259K

Put Options Held

30.5K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Guardian Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guardian Wealth Advisors, LLC with notifications on news.

Account

Guardian Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History