Peterson Wealth Services Spdr S&P 500 ETF Trust Transaction History

Peterson Wealth Services

$424 Million
Q3 2025

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 1,260 shares of SPY stock, worth $838,744. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,260

Previous 4,399 71.36%

Holding current value

$838,744

Previous $2.72 Million 69.12%

% of portfolio

0.2%

Previous 0.75%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$617.65 - $666.84 $1.94 Million - $2.09 Million	-3,139 Reduced 71.36%	1,260 $839,000
Q2 2025 Jul 31, 2025	SELL	$496.48 - $617.85 $250,722 - $312,014	-505 Reduced 10.3%	4,399 $2.72 Million
Q1 2025 May 05, 2025	SELL	$551.42 - $612.93 $158,808 - $176,523	-288 Reduced 5.55%	4,904 $2.74 Million
Q4 2024 Jan 29, 2025	BUY	$567.81 - $607.81 $1,135 - $1,215	2 Added 0.04%	5,192 $3.04 Million
Q3 2024 Nov 06, 2024	BUY	$517.38 - $573.86 $1,034 - $1,147	2 Added 0.04%	5,190 $2.98 Million

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

# of Institutions

5,290

Shares Held

558M

Call Options Held

343M

Put Options Held

765M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Peterson Wealth Services Spdr S&P 500 ETF Trust Transaction History