Peterson Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 682,080 shares of SPSM stock, worth $31.8 Million. This represents 6.36% of its overall portfolio holdings.

Number of Shares

682,080

Previous 679,407 0.39%

Holding current value

$31.8 Million

Previous $30.9 Million 0.91%

% of portfolio

6.36%

Previous 6.44%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$44.33 - $49.55 $118,494 - $132,447	2,673 Added 0.39%	682,080 $30.6 Million
Q3 2024 Oct 24, 2024	BUY	$41.02 - $46.01 $780,897 - $875,892	19,037 Added 2.88%	679,407 $30.9 Million
Q2 2024 Jul 18, 2024	BUY	$39.75 - $43.15 $480,140 - $521,208	12,079 Added 1.86%	660,370 $27.4 Million
Q1 2024 Apr 15, 2024	BUY	$39.85 - $43.04 $389,733 - $420,931	9,780 Added 1.53%	648,291 $27.9 Million
Q4 2023 Jan 10, 2024	BUY	$34.3 - $42.83 $826,424 - $1.03 Million	24,094 Added 3.92%	638,511 $26.9 Million
Q3 2023 Oct 05, 2023	BUY	$36.35 - $41.02 $558,554 - $630,313	15,366 Added 2.57%	614,417 $22.7 Million
Q2 2023 Jul 13, 2023	BUY	$35.57 - $38.94 $213 - $233	6 Added 0.0%	599,051 $23.3 Million
Q1 2023 Apr 06, 2023	BUY	$36.04 - $42.08 $689,228 - $804,737	19,124 Added 3.3%	599,045 $22.6 Million
Q4 2022 Jan 20, 2023	BUY	$34.79 - $39.85 $483,198 - $553,476	13,889 Added 2.45%	579,921 $0
Q3 2022 Oct 17, 2022	BUY	$33.99 - $41.52 $76,035 - $92,880	2,237 Added 0.4%	566,032 $19.3 Million
Q2 2022 Jul 21, 2022	BUY	$34.83 - $42.53 $902,932 - $1.1 Million	25,924 Added 4.82%	563,795 $20.3 Million
Q1 2022 Apr 21, 2022	BUY	$39.91 - $45.5 $745,957 - $850,440	18,691 Added 3.6%	537,871 $22.6 Million
Q4 2021 Jan 25, 2022	BUY	$42.23 - $46.94 $1.25 Million - $1.38 Million	29,491 Added 6.02%	519,180 $23.2 Million
Q3 2021 Oct 21, 2021	BUY	$40.71 - $44.23 $94,202 - $102,348	2,314 Added 0.47%	489,689 $20.9 Million
Q2 2021 Aug 02, 2021	BUY	$41.43 - $45.3 $1.19 Million - $1.3 Million	28,655 Added 6.25%	487,375 $21.4 Million
Q1 2021 Apr 28, 2021	SELL	$35.43 - $44.75 $304,237 - $384,268	-8,587 Reduced 1.84%	458,720 $19.4 Million
Q4 2020 Jan 25, 2021	BUY	$27.77 - $35.98 $364,786 - $472,633	13,136 Added 2.89%	467,307 $16.7 Million
Q3 2020 Oct 20, 2020	BUY	$25.57 - $29.57 $334,430 - $386,746	13,079 Added 2.97%	454,171 $12.4 Million
Q2 2020 Jul 20, 2020	BUY	$19.87 - $29.39 $758,755 - $1.12 Million	38,186 Added 9.48%	441,092 $11.7 Million
Q1 2020 Apr 21, 2020	BUY	$18.96 - $33.37 $882,872 - $1.55 Million	46,565 Added 13.07%	402,906 $8.8 Million
Q4 2019 Jan 23, 2020	BUY	$28.98 - $32.81 $196,136 - $222,058	6,768 Added 1.94%	356,341 $11.6 Million
Q3 2019 Oct 17, 2019	BUY	$29.9 - $31.15 $519,901 - $541,636	17,388 Added 5.23%	349,573 $10.5 Million
Q2 2019 Jul 15, 2019	BUY	N/A	22,573 Added 7.29%	332,185 $10.2 Million
Q1 2019 Apr 16, 2019	BUY	N/A	17,542 Added 6.01%	309,612 $9.67 Million
Q4 2018 Jan 29, 2019	BUY	N/A	32,254 Added 12.41%	292,070 $7.7 Million
Q3 2018 Oct 17, 2018	BUY	N/A	19,297 Added 8.02%	259,816 $8.64 Million
Q2 2018 Jul 18, 2018	BUY	N/A	8,674 Added 3.74%	240,519 $7.76 Million
Q1 2018 Apr 20, 2018	BUY	N/A	168,958 Added 268.67%	231,845 $6.94 Million
Q4 2017 Mar 19, 2018	BUY	N/A	62,887	62,887 $1.9 Million

Others Institutions Holding SPSM

# of Institutions

893

Shares Held

199M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Account

Peterson Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History