Peterson Wealth Management Spdr S&P Software & Services E Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$129.3 - $166.23 $470,652 - $605,077	-3,640 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$159.01 - $186.85 $61,377 - $72,124	386 Added 11.86%	3,640 $602,000
Q3 2021 Nov 12, 2021	BUY	$164.15 - $181.83 $61,556 - $68,186	375 Added 13.03%	3,254 $559,000
Q2 2021 Aug 03, 2021	SELL	$150.1 - $174.0 $175,316 - $203,232	-1,168 Reduced 28.86%	2,879 $494,000
Q1 2021 Apr 19, 2021	SELL	$150.94 - $175.77 $180,524 - $210,220	-1,196 Reduced 22.81%	4,047 $637,000
Q4 2020 Mar 10, 2021	BUY	$117.97 - $156.73 $180,258 - $239,483	1,528 Added 41.13%	5,243 $808,000
Q3 2020 Nov 03, 2020	BUY	$108.86 - $128.69 $122,249 - $144,518	1,123 Added 43.33%	3,715 $443,000
Q2 2020 Jul 22, 2020	BUY	$75.71 - $112.17 $196,240 - $290,744	2,592 New	2,592 $289,000

Others Institutions Holding XSW

# of Institutions

97

Shares Held

1.24M

Call Options Held

2K

Put Options Held

2K

Bank Of America Corp Charlotte, NC

420K
Shares

$76.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$23.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$15.2 Million
0.0% of portfolio
New Harbor Financial Group, LLC Leominster, MA

73.6K
Shares

$13.3 Million
3.04% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$11.9 Million
1.5% of portfolio

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