Spdr S&p 500 Etf shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 24k | 666.18 |
| 2025-06-30 | $15M | 24k | 617.86 |
| 2025-03-31 | $12M | 22k | 559.40 |
| 2024-12-31 | $13M | 22k | 586.09 |
| 2024-09-30 | $12M | 22k | 573.76 |
| 2024-06-30 | $12M | 21k | 544.22 |
| 2024-03-31 | $12M | 23k | 523.06 |
| 2023-12-31 | $11M | 23k | 475.32 |
| 2023-09-30 | $9.3M | 22k | 429.05 |
| 2023-06-30 | $9.7M | 22k | 444.91 |
| 2023-03-31 | $8.9M | 22k | 410.90 |
| 2022-12-31 | $8.6M | 22k | 384.21 |
| 2022-09-30 | $8.3M | 23k | 358.78 |
| 2022-06-30 | $284k | 746 | 380.70 |
| 2022-03-31 | $476k | 1.1k | 452.90 |
| 2021-12-31 | $458k | 965 | 474.61 |
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