PWA
Peterson Wealth Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
57,599
-3,242
| -5% | -$243K | 0.71% | 24 |
|
|
2025
Q1 | $3.74M | Sell |
60,841
-2,674
| -4% | -$164K | 0.72% | 23 |
|
|
2024
Q4 | $4.58M | Sell |
63,515
-6,098
| -9% | -$440K | 0.83% | 19 |
|
|
2024
Q3 | $4.88M | Sell |
69,613
-2,438
| -3% | -$171K | 0.92% | 16 |
|
|
2024
Q2 | $4.78M | Sell |
72,051
-7,429
| -9% | -$493K | 1% | 14 |
|
|
2024
Q1 | $5.1M | Sell |
79,480
-31,684
| -29% | -$2.03M | 1.08% | 14 |
|
|
2023
Q4 | $6.5M | Sell |
111,164
-17,977
| -14% | -$1.05M | 1.54% | 12 |
|
|
2023
Q3 | $6.78M | Sell |
129,141
-7,693
| -6% | -$404K | 1.82% | 10 |
|
|
2023
Q2 | $7.47M | Sell |
136,834
-22,153
| -14% | -$1.21M | 1.97% | 10 |
|
|
2023
Q1 | $8.02M | Sell |
158,987
-5,601
| -3% | -$282K | 2.21% | 9 |
|
|
2022
Q4 | $7.78M | Sell |
164,588
-3,886
| -2% | -$184K | 2.35% | 9 |
|
|
2022
Q3 | $7.43M | Sell |
168,474
-5,110
| -3% | -$225K | 2.5% | 9 |
|
|
2022
Q2 | $8.07M | Sell |
173,584
-17,129
| -9% | -$796K | 2.66% | 8 |
|
|
2022
Q1 | $10.6M | Sell |
190,713
-7,294
| -4% | -$405K | 3.14% | 8 |
|
|
2021
Q4 | $11.6M | Sell |
198,007
-9,208
| -4% | -$538K | 3.34% | 8 |
|
|
2021
Q3 | $11M | Sell |
207,215
-15,029
| -7% | -$796K | 3.63% | 7 |
|
|
2021
Q2 | $11.8M | Sell |
222,244
-13,035
| -6% | -$690K | 4.18% | 7 |
|
|
2021
Q1 | $11.6M | Sell |
235,279
-18,046
| -7% | -$888K | 4.71% | 6 |
|
|
2020
Q4 | $11.7M | Sell |
253,325
-17,875
| -7% | -$824K | 5.14% | 6 |
|
|
2020
Q3 | $11.1M | Buy |
271,200
+17,005
| +7% | +$695K | 5.68% | 6 |
|
|
2020
Q2 | $9.6M | Buy |
254,195
+6,934
| +3% | +$262K | 5.12% | 6 |
|
|
2020
Q1 | $7.78M | Buy |
247,261
+46,390
| +23% | +$1.46M | 5.04% | 6 |
|
|
2019
Q4 | $8.01M | Buy |
200,871
+10,285
| +5% | +$410K | 4.58% | 6 |
|
|
2019
Q3 | $7M | Buy |
190,586
+6,049
| +3% | +$222K | 4.29% | 8 |
|
|
2019
Q2 | $6.73M | Buy |
184,537
+11,565
| +7% | +$422K | 4.26% | 8 |
|
|
2019
Q1 | $6.25M | Sell |
172,972
-541
| -0.3% | -$19.6K | 4.18% | 8 |
|
|
2018
Q4 | $5.36M | Buy |
173,513
+13,311
| +8% | +$411K | 4.25% | 9 |
|
|
2018
Q3 | $5.8M | Buy |
160,202
+16,242
| +11% | +$588K | 4.23% | 7 |
|
|
2018
Q2 | $4.89M | Buy |
143,960
+16,794
| +13% | +$571K | 3.96% | 8 |
|
|
2018
Q1 | $4.17M | Buy |
127,166
+93,317
| +276% | +$3.06M | 3.45% | 8 |
|
|
2017
Q4 | $1.12M | Buy |
+33,849
| New | +$1.12M | 1.02% | 18 |
|