Peterson Financial Group, Inc. Spdr Portfolio S&P 500 Value E Transaction History

Peterson Financial Group, Inc.

$16.4 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$45.88 - $50.1 $26,059 - $28,456	568 Added 1.04%	55,423 $2.78 Million
Q4 2023 Feb 12, 2024	BUY	$39.63 - $46.73 $792 - $934	20 Added 0.04%	54,855 $2.56 Million
Q3 2023 Oct 31, 2023	BUY	$41.15 - $44.69 $122,256 - $132,773	2,971 Added 5.73%	54,835 $2.26 Million
Q2 2023 Aug 04, 2023	BUY	$40.17 - $43.27 $4,900 - $5,278	122 Added 0.24%	51,864 $2.24 Million
Q1 2023 Apr 25, 2023	SELL	$38.68 - $42.77 $48,930 - $54,104	-1,265 Reduced 2.39%	51,742 $2.11 Million
Q4 2022 Feb 03, 2023	SELL	$38.0 - $40.71 $125,856 - $134,831	-3,312 Reduced 5.88%	53,007 $2.06 Million
Q3 2022 Oct 17, 2022	BUY	N/A	763 Added 1.37%	56,319 $1.94 Million
Q2 2022 Jul 20, 2022	BUY	N/A	6,742 Added 13.81%	55,556 $2.05 Million
Q1 2022 Jul 19, 2022	SELL	N/A	-4,747 Reduced 8.86%	48,814 $2.04 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-108,784 Reduced 67.01%	53,561 $2.24 Million
Q4 2021 Jan 31, 2022	BUY	N/A	162,345 New	162,345 $6.82 Million

Others Institutions Holding SPYV

# of Institutions

939

Shares Held

378M

Call Options Held

307K

Put Options Held

3.5K

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