Peterson Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 59,311 shares of SPEM stock, worth $2.3 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

59,311

Previous 37,090 59.91%

Holding current value

$2.3 Million

Previous $1.53 Million 48.6%

% of portfolio

0.47%

Previous 0.32%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$38.37 - $42.82 $852,619 - $951,503	22,221 Added 59.91%	59,311 $2.28 Million
Q3 2024 Oct 24, 2024	BUY	$36.02 - $41.68 $14,516 - $16,797	403 Added 1.1%	37,090 $1.53 Million
Q2 2024 Jul 18, 2024	BUY	$35.3 - $38.79 $11,366 - $12,490	322 Added 0.89%	36,687 $1.38 Million
Q1 2024 Apr 15, 2024	SELL	$33.69 - $36.47 $123,979 - $134,209	-3,680 Reduced 9.19%	36,365 $1.32 Million
Q4 2023 Jan 10, 2024	SELL	$32.26 - $35.46 $68,294 - $75,068	-2,117 Reduced 5.02%	40,045 $1.42 Million
Q3 2023 Oct 05, 2023	SELL	$33.36 - $36.37 $9,274 - $10,110	-278 Reduced 0.66%	42,162 $1.42 Million
Q2 2023 Jul 13, 2023	SELL	$33.2 - $35.75 $161,949 - $174,388	-4,878 Reduced 10.31%	42,440 $1.46 Million
Q1 2023 Apr 06, 2023	SELL	$32.49 - $36.44 $1,137 - $1,275	-35 Reduced 0.07%	47,318 $1.61 Million
Q4 2022 Jan 20, 2023	BUY	$30.18 - $34.51 $63,951 - $73,126	2,119 Added 4.68%	47,353 $0
Q3 2022 Oct 17, 2022	BUY	$31.04 - $35.55 $73,347 - $84,004	2,363 Added 5.51%	45,234 $1.4 Million
Q2 2022 Jul 21, 2022	BUY	$33.85 - $40.03 $30,972 - $36,627	915 Added 2.18%	42,871 $1.49 Million
Q1 2022 Apr 21, 2022	BUY	$35.69 - $43.02 $112,744 - $135,900	3,159 Added 8.14%	41,956 $1.62 Million
Q4 2021 Jan 25, 2022	BUY	$40.07 - $44.51 $88,995 - $98,856	2,221 Added 6.07%	38,797 $1.61 Million
Q3 2021 Oct 21, 2021	BUY	$41.44 - $45.27 $459,362 - $501,817	11,085 Added 43.49%	36,576 $1.56 Million
Q2 2021 Aug 02, 2021	BUY	$42.87 - $46.35 $53,716 - $58,076	1,253 Added 5.17%	25,491 $1.16 Million
Q1 2021 Apr 28, 2021	BUY	$42.41 - $47.37 $45,081 - $50,354	1,063 Added 4.59%	24,238 $1.06 Million
Q4 2020 Jan 25, 2021	BUY	$36.44 - $42.49 $42,707 - $49,798	1,172 Added 5.33%	23,175 $977,000
Q3 2020 Oct 20, 2020	BUY	$33.84 - $37.9 $90,758 - $101,647	2,682 Added 13.88%	22,003 $804,000
Q2 2020 Jul 20, 2020	BUY	$27.38 - $34.3 $10,349 - $12,965	378 Added 2.0%	19,321 $646,000
Q1 2020 Apr 21, 2020	BUY	$25.76 - $38.65 $132,586 - $198,931	5,147 Added 37.31%	18,943 $539,000
Q4 2019 Jan 23, 2020	BUY	$33.84 - $38.03 $36,344 - $40,844	1,074 Added 8.44%	13,796 $519,000
Q3 2019 Oct 17, 2019	BUY	$34.28 - $35.36 $36,919 - $38,082	1,077 Added 9.25%	12,722 $436,000
Q2 2019 Jul 15, 2019	BUY	N/A	844 Added 7.81%	11,645 $417,000
Q1 2019 Apr 16, 2019	BUY	N/A	1,178 Added 12.24%	10,801 $396,000
Q4 2018 Jan 29, 2019	BUY	N/A	566 Added 6.25%	9,623 $311,000
Q3 2018 Oct 17, 2018	BUY	N/A	829 Added 10.08%	9,057 $315,000
Q2 2018 Jul 18, 2018	BUY	N/A	861 Added 11.69%	8,228 $291,000
Q1 2018 Apr 20, 2018	BUY	N/A	7,367 New	7,367 $290,000

Others Institutions Holding SPEM

# of Institutions

823

Shares Held

196M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
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Peterson Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History