SEC 13F Intelligence

Guardian Wealth Advisors, LLC / SPY

Guardian Wealth Advisors, LLC’s State Str Spdr S&P 500 Etf T Position

Does Guardian Wealth Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 39.1K shares worth $25M (+14.60% of its 13F portfolio) as of Q1 2026, up from 38.5K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
39.1K
% of Portfolio
+14.60%
Quarters Held
21
currently held

Position History SPY

Reported value by quarter
Q1 ’21: $13MQ1 ’21Q2 ’21: $14MQ3 ’21: $14MQ4 ’21: $16MQ4 ’21Q1 ’22: $15MQ2 ’22: $13MQ3 ’22: $5MQ3 ’22Q4 ’22: $14MQ1 ’23: $13MQ2 ’23: $18MQ2 ’23Q3 ’23: $18MQ4 ’23: $20MQ1 ’24: $21MQ1 ’24Q2 ’24: $22MQ3 ’24: $23MQ4 ’24: $22MQ4 ’24Q1 ’25: $22MQ2 ’25: $25MQ3 ’25: $26MQ3 ’25Q4 ’25: $26MQ1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.1K$25M+14.60%
Q4 202538.5K$26M+14.80%
Q3 202539.6K$26M+14.96%
Q2 202540.0K$25M+14.63%
Q1 202539.2K$22M+14.08%
Q4 202438.3K$22M+14.39%
Q3 202439.2K$23M+13.89%
Q2 202440.6K$22M+14.38%
Q1 202440.7K$21M+13.84%
Q4 202341.4K$20M+13.71%
Q3 202341.5K$18M+13.60%
Q2 202341.6K$18M+13.57%
Q1 202336.9K$13M+12.80%
Q4 202237.5K$14M+12.75%
Q3 202212.8K$5M+0.97%
Q2 202235.2K$13M+12.21%
Q1 202233.9K$15M+12.60%
Q4 202133.3K$16M+12.68%
Q3 202131.8K$14M+12.12%
Q2 202131.6K$14M+11.71%
Q1 202131.9K$13M+11.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Guardian Wealth Advisors, LLC’s full portfolio or all institutional holders of SPY.