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

Peterson Wealth Advisors, LLC

  • $443 Million
  • Q1 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 79,480 shares of SPTM stock, worth $5.31 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
79,480
Previous 111,164 28.5%
Holding current value
$5.31 Million
Previous $6.5 Million 21.53%
% of portfolio
1.15%
Previous 1.6%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$46.29 - $50.41 $179,882 - $195,893
-3,886 Reduced 2.31%
164,588 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-5,110 Reduced 2.94%
168,474 $7.43 Million
Q2 2022

Jul 21, 2022
SELL
N/A
-17,129 Reduced 8.98%
173,584 $8.07 Million
Q1 2022

Apr 21, 2022
SELL
N/A
-7,294 Reduced 3.68%
190,713 $10.6 Million
Q4 2021

Jan 25, 2022
SELL
N/A
-9,208 Reduced 4.44%
198,007 $11.6 Million
Q3 2021

Oct 21, 2021
SELL
N/A
-15,029 Reduced 6.76%
207,215 $11 Million
Q2 2021

Aug 02, 2021
SELL
N/A
-13,035 Reduced 5.54%
222,244 $11.8 Million
Q1 2021

Apr 28, 2021
SELL
N/A
-18,046 Reduced 7.12%
235,279 $11.6 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-17,875 Reduced 6.59%
253,325 $11.7 Million
Q3 2020

Oct 20, 2020
BUY
N/A
17,005 Added 6.69%
271,200 $11.1 Million
Q2 2020

Jul 20, 2020
BUY
N/A
6,934 Added 2.8%
254,195 $9.6 Million
Q1 2020

Apr 21, 2020
BUY
N/A
46,390 Added 23.09%
247,261 $7.78 Million
Q4 2019

Jan 23, 2020
BUY
N/A
10,285 Added 5.4%
200,871 $8.01 Million
Q3 2019

Oct 17, 2019
BUY
N/A
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
603
Shares Held
83.5M
Call Options Held
131K
Put Options Held
100
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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