Peterson Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165M | Buy |
2,264,471
+12,837
| +0.6% | +$933K | 27.17% | 1 |
|
|
2025
Q1 | $134M | Sell |
2,251,634
-115,330
| -5% | -$6.84M | 25.81% | 1 |
|
|
2024
Q4 | $165M | Sell |
2,366,964
-34,925
| -1% | -$2.43M | 29.7% | 1 |
|
|
2024
Q3 | $162M | Buy |
2,401,889
+50,765
| +2% | +$3.43M | 30.64% | 1 |
|
|
2024
Q2 | $150M | Sell |
2,351,124
-42,777
| -2% | -$2.74M | 31.56% | 1 |
|
|
2024
Q1 | $147M | Buy |
2,393,901
+13,902
| +0.6% | +$855K | 31.3% | 1 |
|
|
2023
Q4 | $133M | Sell |
2,379,999
-57,184
| -2% | -$3.2M | 31.59% | 1 |
|
|
2023
Q3 | $122M | Buy |
2,437,183
+53,381
| +2% | +$2.68M | 32.91% | 1 |
|
|
2023
Q2 | $124M | Sell |
2,383,802
-46,781
| -2% | -$2.44M | 32.89% | 1 |
|
|
2023
Q1 | $117M | Buy |
2,430,583
+104,164
| +4% | +$5.02M | 32.22% | 1 |
|
|
2022
Q4 | $105M | Buy |
2,326,419
+68,430
| +3% | +$3.08M | 31.59% | 1 |
|
|
2022
Q3 | $94.8M | Buy |
2,257,989
+29,689
| +1% | +$1.25M | 31.84% | 1 |
|
|
2022
Q2 | $98.8M | Buy |
2,228,300
+128,216
| +6% | +$5.69M | 32.61% | 1 |
|
|
2022
Q1 | $112M | Buy |
2,100,084
+98,239
| +5% | +$5.22M | 33.01% | 1 |
|
|
2021
Q4 | $112M | Buy |
2,001,845
+106,614
| +6% | +$5.95M | 32.23% | 1 |
|
|
2021
Q3 | $95.6M | Buy |
1,895,231
+30,386
| +2% | +$1.53M | 31.61% | 1 |
|
|
2021
Q2 | $93.9M | Buy |
1,864,845
+130,548
| +8% | +$6.57M | 33.29% | 1 |
|
|
2021
Q1 | $80.8M | Buy |
1,734,297
+53,419
| +3% | +$2.49M | 32.9% | 1 |
|
|
2020
Q4 | $73.9M | Buy |
1,680,878
+90,616
| +6% | +$3.98M | 32.51% | 1 |
|
|
2020
Q3 | $62.6M | Sell |
1,590,262
-11,040
| -0.7% | -$434K | 32.06% | 1 |
|
|
2020
Q2 | $58M | Buy |
1,601,302
+89,805
| +6% | +$3.26M | 30.92% | 1 |
|
|
2020
Q1 | $45.7M | Buy |
1,511,497
+1,624
| +0.1% | +$49.1K | 29.65% | 1 |
|
|
2019
Q4 | $57.1M | Sell |
1,509,873
-11,287
| -0.7% | -$427K | 32.64% | 1 |
|
|
2019
Q3 | $53M | Buy |
1,521,160
+26,420
| +2% | +$921K | 32.45% | 1 |
|
|
2019
Q2 | $51.6M | Buy |
1,494,740
+73,185
| +5% | +$2.53M | 32.68% | 1 |
|
|
2019
Q1 | $48.5M | Buy |
1,421,555
+38,202
| +3% | +$1.3M | 32.45% | 1 |
|
|
2018
Q4 | $40.4M | Buy |
1,383,353
+133,385
| +11% | +$3.9M | 32.01% | 1 |
|
|
2018
Q3 | $42.6M | Buy |
1,249,968
+103,419
| +9% | +$3.52M | 31.07% | 1 |
|
|
2018
Q2 | $36.6M | Buy |
1,146,549
+41,542
| +4% | +$1.32M | 29.62% | 1 |
|
|
2018
Q1 | $34.2M | Buy |
1,105,007
+791,601
| +253% | +$24.5M | 28.24% | 1 |
|
|
2017
Q4 | $9.81M | Buy |
+313,406
| New | +$9.81M | 8.87% | 3 |
|