Peterson Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 6,340 shares of SPYV stock, worth $302,481. This represents 0.07% of its overall portfolio holdings.

Number of Shares

6,340

Previous 12,629 49.8%

Holding current value

$302,481

Previous $667,000 51.42%

% of portfolio

0.07%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$51.09 - $55.27 $321,305 - $347,593	-6,289 Reduced 49.8%	6,340 $324,000
Q3 2024 Oct 24, 2024	BUY	$48.51 - $52.86 $21,732 - $23,681	448 Added 3.68%	12,629 $667,000
Q2 2024 Jul 18, 2024	BUY	$47.37 - $50.09 $3,363 - $3,556	71 Added 0.59%	12,181 $593,000
Q1 2024 Apr 15, 2024	BUY	$45.88 - $50.1 $2,844 - $3,106	62 Added 0.51%	12,110 $606,000
Q4 2023 Jan 10, 2024	SELL	$39.63 - $46.73 $131,135 - $154,629	-3,309 Reduced 21.55%	12,048 $561,000
Q3 2023 Oct 05, 2023	BUY	$41.15 - $44.69 $4,814 - $5,228	117 Added 0.77%	15,357 $633,000
Q2 2023 Jul 13, 2023	BUY	$40.17 - $43.27 $2,972 - $3,201	74 Added 0.49%	15,240 $658,000
Q1 2023 Apr 06, 2023	SELL	$38.68 - $42.77 $382,351 - $422,781	-9,885 Reduced 39.46%	15,166 $617,000
Q4 2022 Jan 20, 2023	BUY	$34.79 - $40.71 $25,953 - $30,369	746 Added 3.07%	25,051 $0
Q3 2022 Oct 17, 2022	SELL	$34.49 - $40.43 $827,622 - $970,158	-23,996 Reduced 49.68%	24,305 $838,000
Q1 2022 Apr 21, 2022	SELL	$39.54 - $42.64 $524,339 - $565,449	-13,261 Reduced 21.54%	48,301 $2.02 Million
Q4 2021 Jan 25, 2022	SELL	$39.14 - $42.04 $261,220 - $280,574	-6,674 Reduced 9.78%	61,562 $2.59 Million
Q3 2021 Oct 21, 2021	BUY	$38.51 - $40.73 $114,528 - $121,131	2,974 Added 4.56%	68,236 $2.66 Million
Q2 2021 Aug 02, 2021	BUY	$38.15 - $40.6 $2.49 Million - $2.65 Million	65,262 New	65,262 $2.58 Million

Others Institutions Holding SPYV

# of Institutions

1,090

Shares Held

443M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

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Peterson Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History