Peterson Wealth Management Spdr Portfolio S&P 500 Value E Transaction History

Peterson Wealth Management

$167 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 17, 2023	SELL	$40.17 - $43.27 $555,631 - $598,510	-13,832 Reduced 27.6%	36,283 $1.57 Million
Q1 2023 Aug 17, 2023	SELL	$38.68 - $42.77 $16,245 - $17,963	-420 Reduced 0.83%	50,115 $2.04 Million
Q4 2022 Feb 07, 2023	BUY	$34.79 - $40.71 $17,186 - $20,110	494 Added 0.99%	50,535 $1.97 Million
Q3 2022 Oct 13, 2022	BUY	$34.49 - $40.43 $146,065 - $171,221	4,235 Added 9.25%	50,041 $1.73 Million
Q2 2022 Aug 03, 2022	SELL	$35.93 - $42.52 $118,101 - $139,763	-3,287 Reduced 6.7%	45,806 $1.69 Million
Q1 2022 Apr 26, 2022	BUY	$39.54 - $42.64 $65,517 - $70,654	1,657 Added 3.49%	49,093 $2.05 Million
Q4 2021 Feb 09, 2022	BUY	$39.14 - $42.04 $112,958 - $121,327	2,886 Added 6.48%	47,436 $1.99 Million
Q3 2021 Nov 12, 2021	SELL	$38.51 - $40.73 $13,825 - $14,622	-359 Reduced 0.8%	44,550 $1.74 Million
Q2 2021 Aug 03, 2021	BUY	$38.15 - $40.6 $1.71 Million - $1.82 Million	44,909 New	44,909 $1.78 Million

Others Institutions Holding SPYV

# of Institutions

1,067

Shares Held

440M

Call Options Held

308K

Put Options Held

15.8K

About SPDR PORTFOLIO S&P 500 VALUE E

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