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

Peterson Wealth Advisors, LLC

$527 Million
Q2 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 1,595,482 shares of SPDW stock, worth $64.3 Million. This represents 12.25% of its overall portfolio holdings.

Number of Shares

1,595,482

Previous 1,565,058 1.94%

Holding current value

$64.3 Million

Previous $57 Million 13.37%

% of portfolio

12.25%

Previous 11.75%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$32.66 - $40.75 $993,647 - $1.24 Million	30,424 Added 1.94%	1,595,482 $64.6 Million
Q1 2025 Apr 30, 2025	SELL	$33.84 - $37.77 $399,312 - $445,686	-11,800 Reduced 0.75%	1,565,058 $57 Million
Q4 2024 Jan 17, 2025	SELL	$34.13 - $37.35 $534,578 - $585,013	-15,663 Reduced 0.98%	1,576,858 $53.8 Million
Q3 2024 Oct 24, 2024	BUY	$33.74 - $37.96 $1.54 Million - $1.73 Million	45,653 Added 2.95%	1,592,521 $59.8 Million
Q2 2024 Jul 18, 2024	BUY	$34.2 - $36.64 $1.43 Million - $1.53 Million	41,673 Added 2.77%	1,546,868 $54.3 Million
Q1 2024 Apr 15, 2024	BUY	$32.85 - $35.9 $322,587 - $352,538	9,820 Added 0.66%	1,505,195 $53.9 Million
Q4 2023 Jan 10, 2024	BUY	$29.46 - $34.07 $1.53 Million - $1.77 Million	51,930 Added 3.6%	1,495,375 $50.9 Million
Q3 2023 Oct 05, 2023	BUY	$30.88 - $33.58 $1.61 Million - $1.75 Million	52,170 Added 3.75%	1,443,445 $44.8 Million
Q2 2023 Jul 13, 2023	BUY	$31.7 - $33.66 $111,235 - $118,112	3,509 Added 0.25%	1,391,275 $45.3 Million
Q1 2023 Apr 06, 2023	BUY	$29.83 - $32.71 $1.45 Million - $1.59 Million	48,461 Added 3.62%	1,387,766 $44.6 Million
Q4 2022 Jan 20, 2023	BUY	$25.7 - $31.02 $1.67 Million - $2.01 Million	64,863 Added 5.09%	1,339,305 $0
Q3 2022 Oct 17, 2022	BUY	$25.67 - $30.93 $788,300 - $949,829	30,709 Added 2.47%	1,274,442 $32.9 Million
Q2 2022 Jul 21, 2022	BUY	$28.57 - $34.74 $2.39 Million - $2.9 Million	83,541 Added 7.2%	1,243,733 $35.9 Million
Q1 2022 Apr 21, 2022	BUY	$31.42 - $36.91 $2.32 Million - $2.72 Million	73,701 Added 6.78%	1,160,192 $39.8 Million
Q4 2021 Jan 25, 2022	BUY	$35.28 - $37.98 $3.95 Million - $4.26 Million	112,066 Added 11.5%	1,086,491 $39.6 Million
Q3 2021 Oct 21, 2021	BUY	$35.68 - $38.17 $31.6 Million - $33.8 Million	885,735 Added 998.69%	974,425 $35.3 Million
Q2 2021 Aug 02, 2021	BUY	$35.87 - $38.34 $139,964 - $149,602	3,902 Added 4.6%	88,690 $3.26 Million
Q1 2021 Apr 28, 2021	BUY	$33.6 - $35.9 $170,721 - $182,407	5,081 Added 6.37%	84,788 $3 Million
Q4 2020 Jan 25, 2021	BUY	$28.3 - $34.03 $129,500 - $155,721	4,576 Added 6.09%	79,707 $2.69 Million
Q3 2020 Oct 20, 2020	BUY	$27.73 - $30.19 $252,869 - $275,302	9,119 Added 13.81%	75,131 $2.2 Million
Q2 2020 Jul 20, 2020	BUY	$22.87 - $29.3 $18,090 - $23,176	791 Added 1.21%	66,012 $1.82 Million
Q1 2020 Apr 21, 2020	BUY	$20.71 - $31.78 $386,800 - $593,555	18,677 Added 40.13%	65,221 $1.56 Million
Q4 2019 Jan 23, 2020	BUY	$28.52 - $31.66 $83,763 - $92,985	2,937 Added 6.74%	46,544 $1.46 Million
Q3 2019 Oct 17, 2019	BUY	$29.1 - $29.66 $101,733 - $103,691	3,496 Added 8.72%	43,607 $1.28 Million
Q2 2019 Jul 15, 2019	BUY	N/A	3,022 Added 8.15%	40,111 $1.19 Million
Q1 2019 Apr 16, 2019	BUY	N/A	3,598 Added 10.74%	37,089 $1.11 Million
Q4 2018 Jan 29, 2019	BUY	N/A	2,625 Added 8.5%	33,491 $886,000
Q3 2018 Oct 17, 2018	BUY	N/A	2,489 Added 8.77%	30,866 $950,000
Q2 2018 Jul 18, 2018	BUY	N/A	2,927 Added 11.5%	28,377 $863,000
Q1 2018 Apr 20, 2018	BUY	N/A	25,450 New	25,450 $800,000

Others Institutions Holding SPDW

# of Institutions

1,109

Shares Held

558M

Call Options Held

3.1K

Put Options Held

441

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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