Spdr S&p 500 Etf shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Guardian Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 41k | 523.07 |
| 2023-12-31 | $20M | 41k | 475.31 |
| 2023-09-30 | $18M | 42k | 427.48 |
| 2023-06-30 | $19M | 42k | 443.28 |
| 2023-03-31 | $7.4M | 18k | 409.39 |
| 2022-12-31 | $14M | 38k | 382.43 |
| 2022-09-30 | $13M | 37k | 357.18 |
| 2022-06-30 | $13M | 35k | 377.25 |
| 2022-03-31 | $15M | 34k | 451.65 |
| 2021-12-31 | $16M | 33k | 474.96 |
| 2021-09-30 | $14M | 32k | 429.14 |
| 2021-06-30 | $14M | 32k | 428.06 |
| 2021-03-31 | $503M | 1.3M | 396.33 |
| 2020-12-31 | $12M | 32k | 373.89 |