Peterson Wealth Advisors, LLC Spdr Portfolio S&P 600 Small C Transaction History

Peterson Wealth Advisors, LLC

  • $480 Million
  • Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 679,407 shares of SPSM stock, worth $32 Million. This represents 6.44% of its overall portfolio holdings.

Number of Shares
679,407
Previous 660,370 2.88%
Holding current value
$32 Million
Previous $27.4 Million 12.74%
% of portfolio
6.44%
Previous 6.17%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$41.02 - $46.01 $780,897 - $875,892
19,037 Added 2.88%
679,407 $30.9 Million
Q2 2024

Jul 18, 2024
BUY
$39.75 - $43.15 $480,140 - $521,208
12,079 Added 1.86%
660,370 $27.4 Million
Q1 2024

Apr 15, 2024
BUY
$39.85 - $43.04 $389,733 - $420,931
9,780 Added 1.53%
648,291 $27.9 Million
Q4 2023

Jan 10, 2024
BUY
$34.3 - $42.83 $826,424 - $1.03 Million
24,094 Added 3.92%
638,511 $26.9 Million
Q3 2023

Oct 05, 2023
BUY
$36.35 - $41.02 $558,554 - $630,313
15,366 Added 2.57%
614,417 $22.7 Million
Q2 2023

Jul 13, 2023
BUY
$35.57 - $38.94 $213 - $233
6 Added 0.0%
599,051 $23.3 Million
Q1 2023

Apr 06, 2023
BUY
$36.04 - $42.08 $689,228 - $804,737
19,124 Added 3.3%
599,045 $22.6 Million
Q4 2022

Jan 20, 2023
BUY
$34.79 - $39.85 $483,198 - $553,476
13,889 Added 2.45%
579,921 $0
Q3 2022

Oct 17, 2022
BUY
$33.99 - $41.52 $76,035 - $92,880
2,237 Added 0.4%
566,032 $19.3 Million
Q2 2022

Jul 21, 2022
BUY
$34.83 - $42.53 $902,932 - $1.1 Million
25,924 Added 4.82%
563,795 $20.3 Million
Q1 2022

Apr 21, 2022
BUY
$39.91 - $45.5 $745,957 - $850,440
18,691 Added 3.6%
537,871 $22.6 Million
Q4 2021

Jan 25, 2022
BUY
$42.23 - $46.94 $1.25 Million - $1.38 Million
29,491 Added 6.02%
519,180 $23.2 Million
Q3 2021

Oct 21, 2021
BUY
$40.71 - $44.23 $94,202 - $102,348
2,314 Added 0.47%
489,689 $20.9 Million
Q2 2021

Aug 02, 2021
BUY
$41.43 - $45.3 $1.19 Million - $1.3 Million
28,655 Added 6.25%
487,375 $21.4 Million
Q1 2021

Apr 28, 2021
SELL
$35.43 - $44.75 $304,237 - $384,268
-8,587 Reduced 1.84%
458,720 $19.4 Million
Q4 2020

Jan 25, 2021
BUY
$27.77 - $35.98 $364,786 - $472,633
13,136 Added 2.89%
467,307 $16.7 Million
Q3 2020

Oct 20, 2020
BUY
$25.57 - $29.57 $334,430 - $386,746
13,079 Added 2.97%
454,171 $12.4 Million
Q2 2020

Jul 20, 2020
BUY
$19.87 - $29.39 $758,755 - $1.12 Million
38,186 Added 9.48%
441,092 $11.7 Million
Q1 2020

Apr 21, 2020
BUY
$18.96 - $33.37 $882,872 - $1.55 Million
46,565 Added 13.07%
402,906 $8.8 Million
Q4 2019

Jan 23, 2020
BUY
$28.98 - $32.81 $196,136 - $222,058
6,768 Added 1.94%
356,341 $11.6 Million
Q3 2019

Oct 17, 2019
BUY
$29.9 - $31.15 $519,901 - $541,636
17,388 Added 5.23%
349,573 $10.5 Million
Q2 2019

Jul 15, 2019
BUY
N/A
22,573 Added 7.29%
332,185 $10.2 Million
Q1 2019

Apr 16, 2019
BUY
N/A
17,542 Added 6.01%
309,612 $9.67 Million
Q4 2018

Jan 29, 2019
BUY
N/A
32,254 Added 12.41%
292,070 $7.7 Million
Q3 2018

Oct 17, 2018
BUY
N/A
19,297 Added 8.02%
259,816 $8.64 Million
Q2 2018

Jul 18, 2018
BUY
N/A
8,674 Added 3.74%
240,519 $7.76 Million
Q1 2018

Apr 20, 2018
BUY
N/A
168,958 Added 268.67%
231,845 $6.94 Million
Q4 2017

Mar 19, 2018
BUY
N/A
62,887
62,887 $1.9 Million

Others Institutions Holding SPSM

# of Institutions
889
Shares Held
197M
Call Options Held
39.5K
Put Options Held
5.8K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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