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

Peterson Wealth Advisors, LLC

$527 Million
Q2 2025

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 695,826 shares of SPSM stock, worth $30 Million. This represents 5.62% of its overall portfolio holdings.

Number of Shares

695,826

Previous 682,022 2.02%

Holding current value

$30 Million

Previous $27.8 Million 6.63%

% of portfolio

5.62%

Previous 5.73%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$35.35 - $42.68 $487,971 - $589,154	13,804 Added 2.02%	695,826 $29.6 Million
Q1 2025 Apr 30, 2025	SELL	$40.03 - $46.81 $2,321 - $2,714	-58 Reduced 0.01%	682,022 $27.8 Million
Q4 2024 Jan 17, 2025	BUY	$44.33 - $49.55 $118,494 - $132,447	2,673 Added 0.39%	682,080 $30.6 Million
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

977

Shares Held

200M

Call Options Held

64.8K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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