PWA
Peterson Wealth Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Buy |
695,826
+13,804
| +2% | +$588K | 4.89% | 6 |
|
|
2025
Q1 | $24.8M | Sell |
682,022
-58
| -0% | -$2.11K | 4.8% | 6 |
|
|
2024
Q4 | $31M | Buy |
682,080
+2,673
| +0.4% | +$121K | 5.58% | 6 |
|
|
2024
Q3 | $30.9M | Buy |
679,407
+19,037
| +3% | +$866K | 5.84% | 6 |
|
|
2024
Q2 | $27.4M | Buy |
660,370
+12,079
| +2% | +$502K | 5.75% | 6 |
|
|
2024
Q1 | $27.9M | Buy |
648,291
+9,780
| +2% | +$421K | 5.93% | 5 |
|
|
2023
Q4 | $26.9M | Buy |
638,511
+24,094
| +4% | +$1.02M | 6.39% | 5 |
|
|
2023
Q3 | $22.7M | Buy |
614,417
+15,366
| +3% | +$567K | 6.09% | 5 |
|
|
2023
Q2 | $23.4M | Buy |
599,051
+6
| +0% | +$235 | 6.19% | 5 |
|
|
2023
Q1 | $22.6M | Buy |
599,045
+19,124
| +3% | +$722K | 6.23% | 5 |
|
|
2022
Q4 | $21.4M | Buy |
579,921
+13,889
| +2% | +$513K | 6.47% | 5 |
|
|
2022
Q3 | $19.3M | Buy |
566,032
+2,237
| +0.4% | +$76.2K | 6.47% | 6 |
|
|
2022
Q2 | $20.3M | Buy |
563,795
+25,924
| +5% | +$933K | 6.69% | 6 |
|
|
2022
Q1 | $22.6M | Buy |
537,871
+18,691
| +4% | +$786K | 6.7% | 5 |
|
|
2021
Q4 | $23.2M | Buy |
519,180
+29,491
| +6% | +$1.32M | 6.69% | 4 |
|
|
2021
Q3 | $20.9M | Buy |
489,689
+2,314
| +0.5% | +$98.6K | 6.9% | 5 |
|
|
2021
Q2 | $21.4M | Buy |
487,375
+28,655
| +6% | +$1.26M | 7.6% | 4 |
|
|
2021
Q1 | $19.4M | Sell |
458,720
-8,587
| -2% | -$363K | 7.89% | 4 |
|
|
2020
Q4 | $16.7M | Buy |
467,307
+13,136
| +3% | +$470K | 7.36% | 4 |
|
|
2020
Q3 | $12.4M | Buy |
454,171
+13,079
| +3% | +$358K | 6.37% | 5 |
|
|
2020
Q2 | $11.7M | Buy |
441,092
+38,186
| +9% | +$1.01M | 6.24% | 5 |
|
|
2020
Q1 | $8.8M | Buy |
402,906
+46,565
| +13% | +$1.02M | 5.71% | 5 |
|
|
2019
Q4 | $11.6M | Buy |
356,341
+6,768
| +2% | +$221K | 6.65% | 5 |
|
|
2019
Q3 | $10.5M | Buy |
349,573
+17,388
| +5% | +$522K | 6.42% | 4 |
|
|
2019
Q2 | $10.2M | Buy |
332,185
+22,573
| +7% | +$692K | 6.44% | 4 |
|
|
2019
Q1 | $9.67M | Buy |
309,612
+17,542
| +6% | +$548K | 6.46% | 4 |
|
|
2018
Q4 | $7.7M | Buy |
292,070
+32,254
| +12% | +$850K | 6.1% | 4 |
|
|
2018
Q3 | $8.64M | Buy |
259,816
+19,297
| +8% | +$641K | 6.3% | 4 |
|
|
2018
Q2 | $7.76M | Buy |
240,519
+8,674
| +4% | +$280K | 6.29% | 5 |
|
|
2018
Q1 | $6.94M | Buy |
231,845
+168,958
| +269% | +$5.06M | 5.73% | 5 |
|
|
2017
Q4 | $1.9M | Buy |
+62,887
| New | +$1.9M | 1.71% | 11 |
|