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

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

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 47,435 shares of SPEM stock, worth $2.25 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
47,435
Previous 67,086 29.29%
Holding current value
$2.25 Million
Previous $3.14 Million 28.34%
% of portfolio
0.37%
Previous 0.56%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$45.45 - $48.31 $893,137 - $949,339
-19,651 Reduced 29.29%
47,435 $2.25 Million
Q3 2025

Oct 09, 2025
SELL
$42.67 - $46.91 $25,175 - $27,676
-590 Reduced 0.87%
67,086 $3.14 Million
Q2 2025

Jul 07, 2025
SELL
$34.72 - $42.74 $65,933 - $81,163
-1,899 Reduced 2.73%
67,676 $2.89 Million
Q1 2025

Apr 30, 2025
BUY
$37.07 - $40.63 $380,486 - $417,026
10,264 Added 17.31%
69,575 $2.74 Million
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
986
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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