GUARDIAN WEALTH ADVISORS, LLC / NC SPLG — SPDR SER TR

Ownership history in GUARDIAN WEALTH ADVISORS, LLC / NC  ·  19 quarters on record

AI Ownership Summary

GUARDIAN WEALTH ADVISORS, LLC / NC reported SPDR SER TR (SPLG) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.68% in 2024 Q1. The latest visible filing shows SPLG at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GUARDIAN WEALTH ADVISORS, LLC / NC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPLG was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPLG stock page GUARDIAN WEALTH ADVISORS, LLC / NC fund profile GUARDIAN WEALTH ADVISORS, LLC / NC full holdings
How GUARDIAN WEALTH ADVISORS, LLC / NC held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 112,634 +2,592 +2.4% 0.56% $9.9M 2026-08-14 $87.48
2026 Q1 REDUCED — — — 110,042 -9,960 -8.3% 0.53% $8.4M 2026-05-15 —
2025 Q4 ADDED — — — 120,002 +8,332 +7.5% 0.60% $9.6M 2026-02-17 —
2025 Q3 REDUCED — — — 111,670 -1,887 -1.7% 0.57% $8.7M 2025-11-14 —
2025 Q2 ADDED — — — 113,557 +26,261 +30.1% 0.58% $8.3M 2025-08-14 —
2025 Q1 ADDED — — — 87,296 +73 +0.1% 0.46% $5.7M 2025-05-15 —
2024 Q4 REDUCED — — — 87,223 -789 -0.9% 0.47% $6.0M 2025-02-14 —
2024 Q3 REDUCED — — — 88,012 -1,868 -2.1% 0.63% $5.9M 2024-11-14 —
2024 Q2 REDUCED — — — 89,880 -678 -0.7% 0.67% $5.8M 2024-08-14 —
2024 Q1 ADDED — — — 90,558 +561 +0.6% 0.68% $5.6M 2024-05-15 —
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPLG

As of 2026 Q2 — sorted by position size

Kedalion Capital Management LLP 73.34% AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 3Y 7Y 62.39% Brown Financial Advisory 3Y 42.28% Better Way Financial, LLC 40.55% Sterling Group Wealth Management, LLC 3Y 39.42% Main Management Fund Advisors LLC 3Y 36.76% Macco Financial Group, Inc. 36.16% 1900 WEALTH MANAGEMENT LLC 3Y 29.58% Klaas Financial Asset Advisors, LLC 3Y 28.04% MKP Capital Management, L.L.C. 3Y 7Y 27.69%

FAQ About GUARDIAN WEALTH ADVISORS, LLC / NC and SPLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has GUARDIAN WEALTH ADVISORS, LLC / NC reported owning SPLG?

GUARDIAN WEALTH ADVISORS, LLC / NC reported SPLG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SPLG position in GUARDIAN WEALTH ADVISORS, LLC / NC's portfolio?

The largest reported portfolio weight for SPLG was 0.68% in 2024 Q1.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when GUARDIAN WEALTH ADVISORS, LLC / NC reported 112,634 shares, equal to 0.56% of portfolio, with an estimated market value of $9.9M.

What does the chart on this SPLG ownership page compare?

The chart compares GUARDIAN WEALTH ADVISORS, LLC / NC's quarterly SPLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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