A detailed history of Peterson Wealth Services transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Peterson Wealth Services holds 5,188 shares of SPY stock, worth $2.8 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
5,188
Previous 5,186 0.04%
Holding current value
$2.8 Million
Previous $2.71 Million 4.09%
% of portfolio
0.99%
Previous 0.99%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.04%
5,188 $2.82 Million
Q1 2024

May 01, 2024

BUY
$467.28 - $523.17 $15,887 - $17,787
34 Added 0.66%
5,186 $2.71 Million
Q4 2023

Jan 31, 2024

BUY
$410.68 - $476.69 $2.12 Million - $2.46 Million
5,152 New
5,152 $2.45 Million
Q2 2023

Jul 13, 2023

SELL
$404.36 - $443.28 $2,426 - $2,659
-6 Reduced 0.12%
5,025 $2.23 Million
Q1 2023

Apr 06, 2023

SELL
$379.5 - $416.78 $3,795 - $4,167
-10 Reduced 0.2%
5,031 $2.06 Million
Q4 2022

Jan 20, 2023

BUY
$357.63 - $407.42 $1.21 Million - $1.38 Million
3,387 Added 204.78%
5,041 $0
Q3 2022

Nov 09, 2022

BUY
$357.18 - $429.7 $11,786 - $14,180
33 Added 2.04%
1,654 $591,000
Q2 2022

Jul 11, 2022

SELL
$365.86 - $456.8 $146,344 - $182,720
-400 Reduced 19.79%
1,621 $612,000
Q1 2022

Apr 18, 2022

BUY
$416.25 - $477.71 $45,787 - $52,548
110 Added 5.76%
2,021 $913,000
Q4 2021

Jan 31, 2022

BUY
$428.64 - $477.48 $819,131 - $912,464
1,911 New
1,911 $908,000

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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