Peterson Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 63,515 shares of SPTM stock, worth $4.65 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

63,515

Previous 69,613 8.76%

Holding current value

$4.65 Million

Previous $4.88 Million 6.99%

% of portfolio

0.94%

Previous 1.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$69.3 - $74.3 $422,591 - $453,081	-6,098 Reduced 8.76%	63,515 $4.54 Million
Q3 2024 Oct 24, 2024	SELL	$63.28 - $70.06 $154,276 - $170,806	-2,438 Reduced 3.38%	69,613 $4.88 Million
Q2 2024 Jul 18, 2024	SELL	$60.69 - $66.83 $450,866 - $496,480	-7,429 Reduced 9.35%	72,051 $4.78 Million
Q1 2024 Apr 15, 2024	SELL	$57.38 - $64.15 $1.82 Million - $2.03 Million	-31,684 Reduced 28.5%	79,480 $5.1 Million
Q4 2023 Jan 10, 2024	SELL	$50.31 - $58.65 $904,422 - $1.05 Million	-17,977 Reduced 13.92%	111,164 $6.5 Million
Q3 2023 Oct 05, 2023	SELL	$52.22 - $56.31 $401,728 - $433,192	-7,693 Reduced 5.62%	129,141 $6.78 Million
Q2 2023 Jul 13, 2023	SELL	$49.75 - $54.44 $1.1 Million - $1.21 Million	-22,153 Reduced 13.93%	136,834 $7.45 Million
Q1 2023 Apr 06, 2023	SELL	$46.97 - $51.65 $263,078 - $289,291	-5,601 Reduced 3.4%	158,987 $8.02 Million
Q4 2022 Jan 20, 2023	SELL	$44.09 - $50.41 $171,333 - $195,893	-3,886 Reduced 2.31%	164,588 $0
Q3 2022 Oct 17, 2022	SELL	$44.11 - $53.04 $225,402 - $271,034	-5,110 Reduced 2.94%	168,474 $7.43 Million
Q2 2022 Jul 21, 2022	SELL	$45.19 - $56.15 $774,059 - $961,793	-17,129 Reduced 8.98%	173,584 $8.07 Million
Q1 2022 Apr 21, 2022	SELL	$51.36 - $58.82 $374,619 - $429,033	-7,294 Reduced 3.68%	190,713 $10.6 Million
Q4 2021 Jan 25, 2022	SELL	$52.99 - $58.74 $487,931 - $540,877	-9,208 Reduced 4.44%	198,007 $11.6 Million
Q3 2021 Oct 21, 2021	SELL	$52.32 - $55.93 $786,317 - $840,571	-15,029 Reduced 6.76%	207,215 $11 Million
Q2 2021 Aug 02, 2021	SELL	$49.77 - $52.97 $648,751 - $690,463	-13,035 Reduced 5.54%	222,244 $11.8 Million
Q1 2021 Apr 28, 2021	SELL	$45.48 - $49.44 $820,732 - $892,194	-18,046 Reduced 7.12%	235,279 $11.6 Million
Q4 2020 Jan 25, 2021	SELL	$39.96 - $46.09 $714,285 - $823,858	-17,875 Reduced 6.59%	253,325 $11.7 Million
Q3 2020 Oct 20, 2020	BUY	$37.97 - $43.65 $645,679 - $742,268	17,005 Added 6.69%	271,200 $11.1 Million
Q2 2020 Jul 20, 2020	BUY	$29.99 - $39.74 $207,950 - $275,557	6,934 Added 2.8%	254,195 $9.6 Million
Q1 2020 Apr 21, 2020	BUY	$27.12 - $41.81 $1.26 Million - $1.94 Million	46,390 Added 23.09%	247,261 $7.78 Million
Q4 2019 Jan 23, 2020	BUY	$35.63 - $39.97 $366,454 - $411,091	10,285 Added 5.4%	200,871 $8.01 Million
Q3 2019 Oct 17, 2019	BUY	$36.53 - $37.33 $220,969 - $225,809	6,049 Added 3.28%	190,586 $7 Million
Q2 2019 Jul 15, 2019	BUY	N/A	11,565 Added 6.69%	184,537 $6.73 Million
Q1 2019 Apr 16, 2019	SELL	N/A	-541 Reduced 0.31%	172,972 $6.25 Million
Q4 2018 Jan 29, 2019	BUY	N/A	13,311 Added 8.31%	173,513 $5.36 Million
Q3 2018 Oct 17, 2018	BUY	N/A	16,242 Added 11.28%	160,202 $5.8 Million
Q2 2018 Jul 18, 2018	BUY	N/A	16,794 Added 13.21%	143,960 $4.89 Million
Q1 2018 Apr 20, 2018	BUY	N/A	93,317 Added 275.69%	127,166 $4.17 Million
Q4 2017 Mar 19, 2018	BUY	N/A	33,849	33,849 $1.12 Million

Others Institutions Holding SPTM

# of Institutions

654

Shares Held

90.3M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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Peterson Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History