Peterson Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 2,401,889 shares of SPLG stock, worth $170 Million. This represents 33.77% of its overall portfolio holdings.

Number of Shares

2,401,889

Previous 2,351,124 2.16%

Holding current value

$170 Million

Previous $150 Million 7.76%

% of portfolio

33.77%

Previous 33.84%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$60.84 - $67.51 $3.09 Million - $3.43 Million	50,765 Added 2.16%	2,401,889 $162 Million
Q2 2024 Jul 18, 2024	SELL	$58.24 - $64.51 $2.49 Million - $2.76 Million	-42,777 Reduced 1.79%	2,351,124 $150 Million
Q1 2024 Apr 15, 2024	BUY	$54.97 - $61.53 $764,192 - $855,390	13,902 Added 0.58%	2,393,901 $147 Million
Q4 2023 Jan 10, 2024	SELL	$48.29 - $56.08 $2.76 Million - $3.21 Million	-57,184 Reduced 2.35%	2,379,999 $133 Million
Q3 2023 Oct 05, 2023	BUY	$50.09 - $53.81 $2.67 Million - $2.87 Million	53,381 Added 2.24%	2,437,183 $122 Million
Q2 2023 Jul 13, 2023	SELL	$47.56 - $52.11 $2.22 Million - $2.44 Million	-46,781 Reduced 1.92%	2,383,802 $124 Million
Q1 2023 Apr 06, 2023	BUY	$44.61 - $48.99 $4.65 Million - $5.1 Million	104,164 Added 4.48%	2,430,583 $117 Million
Q4 2022 Jan 20, 2023	BUY	$41.93 - $47.9 $2.87 Million - $3.28 Million	68,430 Added 3.03%	2,326,419 $0
Q3 2022 Oct 17, 2022	BUY	$41.99 - $50.54 $1.25 Million - $1.5 Million	29,689 Added 1.33%	2,257,989 $94.8 Million
Q2 2022 Jul 21, 2022	BUY	$43.16 - $53.73 $5.53 Million - $6.89 Million	128,216 Added 6.11%	2,228,300 $98.8 Million
Q1 2022 Apr 21, 2022	BUY	$48.98 - $56.19 $4.81 Million - $5.52 Million	98,239 Added 4.91%	2,100,084 $112 Million
Q4 2021 Jan 25, 2022	BUY	$50.43 - $56.16 $5.38 Million - $5.99 Million	106,614 Added 5.63%	2,001,845 $112 Million
Q3 2021 Oct 21, 2021	BUY	$49.95 - $53.29 $1.52 Million - $1.62 Million	30,386 Added 1.63%	1,895,231 $95.6 Million
Q2 2021 Aug 02, 2021	BUY	$47.08 - $50.33 $6.15 Million - $6.57 Million	130,548 Added 7.53%	1,864,845 $93.9 Million
Q1 2021 Apr 28, 2021	BUY	$43.36 - $46.72 $2.32 Million - $2.5 Million	53,419 Added 3.18%	1,734,297 $80.8 Million
Q4 2020 Jan 25, 2021	BUY	$38.37 - $43.96 $3.48 Million - $3.98 Million	90,616 Added 5.7%	1,680,878 $73.9 Million
Q3 2020 Oct 20, 2020	SELL	$36.49 - $42.03 $402,849 - $464,011	-11,040 Reduced 0.69%	1,590,262 $62.6 Million
Q2 2020 Jul 20, 2020	BUY	$28.91 - $37.99 $2.6 Million - $3.41 Million	89,805 Added 5.94%	1,601,302 $58 Million
Q1 2020 Apr 21, 2020	BUY	$26.14 - $39.79 $42,451 - $64,618	1,624 Added 0.11%	1,511,497 $45.7 Million
Q4 2019 Jan 23, 2020	SELL	$33.81 - $37.94 $381,613 - $428,228	-11,287 Reduced 0.74%	1,509,873 $57.1 Million
Q3 2019 Oct 17, 2019	BUY	$34.66 - $35.37 $915,717 - $934,475	26,420 Added 1.77%	1,521,160 $53 Million
Q2 2019 Jul 15, 2019	BUY	N/A	73,185 Added 5.15%	1,494,740 $51.6 Million
Q1 2019 Apr 16, 2019	BUY	N/A	38,202 Added 2.76%	1,421,555 $48.5 Million
Q4 2018 Jan 29, 2019	BUY	N/A	133,385 Added 10.67%	1,383,353 $40.4 Million
Q3 2018 Oct 17, 2018	BUY	N/A	103,419 Added 9.02%	1,249,968 $42.6 Million
Q2 2018 Jul 18, 2018	BUY	N/A	41,542 Added 3.76%	1,146,549 $36.6 Million
Q1 2018 Apr 20, 2018	BUY	N/A	791,601 Added 252.58%	1,105,007 $34.2 Million
Q4 2017 Mar 19, 2018	BUY	N/A	313,406	313,406 $9.81 Million

Others Institutions Holding SPLG

# of Institutions

1,149

Shares Held

478M

Call Options Held

259K

Put Options Held

171K

View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

Ticker SPLG
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Peterson Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History