Peterson Wealth Advisors, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Peterson Wealth Advisors, LLC

  • $527 Million
  • Q2 2025

A detailed history of Peterson Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 2,264,471 shares of SPLG stock, worth $170 Million. This represents 31.22% of its overall portfolio holdings.

Number of Shares
2,264,471
Previous 2,251,634 0.57%
Holding current value
$170 Million
Previous $148 Million 11.17%
% of portfolio
31.22%
Previous 30.53%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
BUY
$58.41 - $72.69 $749,809 - $933,121
12,837 Added 0.57%
2,264,471 $165 Million
Q1 2025

Apr 30, 2025
SELL
$64.88 - $72.1 $7.48 Million - $8.32 Million
-115,330 Reduced 4.87%
2,251,634 $148 Million
Q4 2024

Jan 17, 2025
SELL
$66.77 - $71.52 $2.33 Million - $2.5 Million
-34,925 Reduced 1.45%
2,366,964 $163 Million
Q3 2024

Oct 24, 2024
BUY
$60.84 - $67.51 $3.09 Million - $3.43 Million
50,765 Added 2.16%
2,401,889 $162 Million
Q2 2024

Jul 18, 2024
SELL
$58.24 - $64.51 $2.49 Million - $2.76 Million
-42,777 Reduced 1.79%
2,351,124 $150 Million
Q1 2024

Apr 15, 2024
BUY
$54.97 - $61.53 $764,192 - $855,390
13,902 Added 0.58%
2,393,901 $147 Million
Q4 2023

Jan 10, 2024
SELL
$48.29 - $56.08 $2.76 Million - $3.21 Million
-57,184 Reduced 2.35%
2,379,999 $133 Million
Q3 2023

Oct 05, 2023
BUY
$50.09 - $53.81 $2.67 Million - $2.87 Million
53,381 Added 2.24%
2,437,183 $122 Million
Q2 2023

Jul 13, 2023
SELL
$47.56 - $52.11 $2.22 Million - $2.44 Million
-46,781 Reduced 1.92%
2,383,802 $124 Million
Q1 2023

Apr 06, 2023
BUY
$44.61 - $48.99 $4.65 Million - $5.1 Million
104,164 Added 4.48%
2,430,583 $117 Million
Q4 2022

Jan 20, 2023
BUY
$41.93 - $47.9 $2.87 Million - $3.28 Million
68,430 Added 3.03%
2,326,419 $0
Q3 2022

Oct 17, 2022
BUY
$41.99 - $50.54 $1.25 Million - $1.5 Million
29,689 Added 1.33%
2,257,989 $94.8 Million
Q2 2022

Jul 21, 2022
BUY
$43.16 - $53.73 $5.53 Million - $6.89 Million
128,216 Added 6.11%
2,228,300 $98.8 Million
Q1 2022

Apr 21, 2022
BUY
$48.98 - $56.19 $4.81 Million - $5.52 Million
98,239 Added 4.91%
2,100,084 $112 Million
Q4 2021

Jan 25, 2022
BUY
$50.43 - $56.16 $5.38 Million - $5.99 Million
106,614 Added 5.63%
2,001,845 $112 Million
Q3 2021

Oct 21, 2021
BUY
$49.95 - $53.29 $1.52 Million - $1.62 Million
30,386 Added 1.63%
1,895,231 $95.6 Million
Q2 2021

Aug 02, 2021
BUY
$47.08 - $50.33 $6.15 Million - $6.57 Million
130,548 Added 7.53%
1,864,845 $93.9 Million
Q1 2021

Apr 28, 2021
BUY
$43.36 - $46.72 $2.32 Million - $2.5 Million
53,419 Added 3.18%
1,734,297 $80.8 Million
Q4 2020

Jan 25, 2021
BUY
$38.37 - $43.96 $3.48 Million - $3.98 Million
90,616 Added 5.7%
1,680,878 $73.9 Million
Q3 2020

Oct 20, 2020
SELL
$36.49 - $42.03 $402,849 - $464,011
-11,040 Reduced 0.69%
1,590,262 $62.6 Million
Q2 2020

Jul 20, 2020
BUY
$28.91 - $37.99 $2.6 Million - $3.41 Million
89,805 Added 5.94%
1,601,302 $58 Million
Q1 2020

Apr 21, 2020
BUY
$26.14 - $39.79 $42,451 - $64,618
1,624 Added 0.11%
1,511,497 $45.7 Million
Q4 2019

Jan 23, 2020
SELL
$33.81 - $37.94 $381,613 - $428,228
-11,287 Reduced 0.74%
1,509,873 $57.1 Million
Q3 2019

Oct 17, 2019
BUY
$34.66 - $35.37 $915,717 - $934,475
26,420 Added 1.77%
1,521,160 $53 Million
Q2 2019

Jul 15, 2019
BUY
N/A
73,185 Added 5.15%
1,494,740 $51.6 Million
Q1 2019

Apr 16, 2019
BUY
N/A
38,202 Added 2.76%
1,421,555 $48.5 Million
Q4 2018

Jan 29, 2019
BUY
N/A
133,385 Added 10.67%
1,383,353 $40.4 Million
Q3 2018

Oct 17, 2018
BUY
N/A
103,419 Added 9.02%
1,249,968 $42.6 Million
Q2 2018

Jul 18, 2018
BUY
N/A
41,542 Added 3.76%
1,146,549 $36.6 Million
Q1 2018

Apr 20, 2018
BUY
N/A
791,601 Added 252.58%
1,105,007 $34.2 Million
Q4 2017

Mar 19, 2018
BUY
N/A
313,406
313,406 $9.81 Million

Others Institutions Holding SPLG

# of Institutions
1,457
Shares Held
648M
Call Options Held
939K
Put Options Held
863K
View Full List

About SPDR PORTFOLIO S&P 500 ETF (MA

SPLG Quotes by TradingView
  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
Track This Portfolio

Track Peterson Wealth Advisors, LLC Portfolio

Follow Peterson Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email