Peterson Wealth Advisors, LLC Spdr Portfolio Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 653,336 shares of SPMD stock, worth $37.2 Million. This represents 7.44% of its overall portfolio holdings.

Number of Shares

653,336

Previous 624,249 4.66%

Holding current value

$37.2 Million

Previous $32 Million 11.56%

% of portfolio

7.44%

Previous 7.2%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$50.29 - $54.92 $1.46 Million - $1.6 Million	29,087 Added 4.66%	653,336 $35.7 Million
Q2 2024 Jul 18, 2024	BUY	$49.54 - $53.39 $517,247 - $557,444	10,441 Added 1.7%	624,249 $32 Million
Q1 2024 Apr 15, 2024	BUY	$47.16 - $53.34 $616,475 - $697,260	13,072 Added 2.18%	613,808 $32.7 Million
Q4 2023 Jan 10, 2024	BUY	$40.76 - $49.2 $773,054 - $933,127	18,966 Added 3.26%	600,736 $29.3 Million
Q3 2023 Oct 05, 2023	BUY	$43.23 - $47.8 $680,742 - $752,706	15,747 Added 2.78%	581,770 $25.5 Million
Q2 2023 Jul 13, 2023	SELL	$42.21 - $45.89 $7,344 - $7,984	-174 Reduced 0.03%	566,023 $26 Million
Q1 2023 Apr 06, 2023	BUY	$41.67 - $47.74 $818,982 - $938,281	19,654 Added 3.6%	566,197 $24.9 Million
Q4 2022 Jan 20, 2023	BUY	$39.32 - $45.21 $446,911 - $513,856	11,366 Added 2.12%	546,543 $0
Q3 2022 Oct 17, 2022	SELL	$38.55 - $46.17 $114,532 - $137,171	-2,971 Reduced 0.55%	535,177 $20.6 Million
Q2 2022 Jul 21, 2022	BUY	$38.67 - $47.45 $1.08 Million - $1.33 Million	27,953 Added 5.48%	538,148 $21.4 Million
Q1 2022 Apr 21, 2022	BUY	$44.15 - $50.14 $671,918 - $763,080	15,219 Added 3.07%	510,195 $24.1 Million
Q4 2021 Jan 25, 2022	BUY	$46.63 - $50.95 $1.35 Million - $1.47 Million	28,921 Added 6.21%	494,976 $24.6 Million
Q3 2021 Oct 21, 2021	BUY	$45.05 - $48.67 $283,274 - $306,036	6,288 Added 1.37%	466,055 $21.5 Million
Q2 2021 Aug 02, 2021	BUY	$45.87 - $48.58 $1.55 Million - $1.65 Million	33,885 Added 7.96%	459,767 $21.7 Million
Q1 2021 Apr 28, 2021	SELL	$39.79 - $47.1 $87,060 - $103,054	-2,188 Reduced 0.51%	425,882 $19.5 Million
Q4 2020 Jan 25, 2021	BUY	$33.07 - $40.57 $333,577 - $409,229	10,087 Added 2.41%	428,070 $17.3 Million
Q3 2020 Oct 20, 2020	SELL	$30.67 - $34.54 $37,141 - $41,827	-1,211 Reduced 0.29%	417,983 $13.6 Million
Q2 2020 Jul 20, 2020	BUY	$23.46 - $34.21 $1.19 Million - $1.74 Million	50,781 Added 13.78%	419,194 $13.1 Million
Q1 2020 Apr 21, 2020	BUY	$21.39 - $37.02 $671,196 - $1.16 Million	31,379 Added 9.31%	368,413 $9.33 Million
Q4 2019 Jan 23, 2020	SELL	$32.63 - $36.43 $52,436 - $58,543	-1,607 Reduced 0.47%	337,034 $12.2 Million
Q3 2019 Oct 17, 2019	BUY	$33.7 - $34.71 $525,720 - $541,476	15,600 Added 4.83%	338,641 $11.5 Million
Q2 2019 Jul 15, 2019	BUY	N/A	20,470 Added 6.77%	323,041 $11 Million
Q1 2019 Apr 16, 2019	BUY	N/A	12,256 Added 4.22%	302,571 $10.4 Million
Q4 2018 Jan 29, 2019	BUY	N/A	32,467 Added 12.59%	290,315 $8.54 Million
Q3 2018 Oct 17, 2018	BUY	N/A	14,837 Added 6.11%	257,848 $9.32 Million
Q2 2018 Jul 18, 2018	BUY	N/A	7,209 Added 3.06%	243,011 $8.48 Million
Q1 2018 Apr 20, 2018	BUY	N/A	170,182 Added 259.34%	235,802 $7.82 Million
Q4 2017 Mar 19, 2018	BUY	N/A	65,620	65,620 $2.19 Million

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Peterson Wealth Advisors, LLC Spdr Portfolio Transaction History