Peterson Wealth Advisors, LLC Spdr Portfolio Short Term Trea Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Jul 18, 2018	SELL	N/A	-129,362 Closed	0 $0
Q1 2018 Apr 20, 2018	BUY	N/A	81,171 Added 168.44%	129,362 $3.84 Million
Q4 2017 Mar 19, 2018	BUY	N/A	48,191	48,191 $1.44 Million

Others Institutions Holding SPTS

# of Institutions

400

Shares Held

176M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

22.4M
Shares

$650 Million
0.06% of portfolio
Municipal Employees' Retirement System Of Michigan

21.7M
Shares

$630 Million
8.42% of portfolio
Richard Bernstein Advisors LLC

13.6M
Shares

$393 Million
8.59% of portfolio
State Street Corp Boston, MA

12M
Shares

$349 Million
0.01% of portfolio
Globalt Investments LLC / Ga Atlanta, GA

9.24M
Shares

$268 Million
10.18% of portfolio

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