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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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All positions including Spdr S&p 500 Etf held by Guardian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-09-30 $23M 39k 573.76
2024-06-30 $22M 41k 544.22
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