Peterson Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Peterson Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-355	Closed	-$238K	–	111
2025 Q3	$238K	Sell	355 -46	-11%	-$29.5K	0.04%	91
2025 Q2	$247K	Buy	+401	New	+$229K	0.04%	89
2025 Q1	–	Sell	-375	Closed	-$222K	–	94
2024 Q4	$222K	Buy	375 +1	+0.3%	+$589	0.04%	80
2024 Q3	$215K	Buy	+374	New	+$207K	0.04%	79

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Peterson Wealth Advisors's SPY Position: Q4 2025 in Review

Peterson Wealth Advisors sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q4 2025, closing a stake of 355 shares — an estimated $238K sold.

Peterson Wealth Advisors first reported a position in SPY in Q3 2024 and held it in 4 quarters. The position peaked at $247K in Q2 2025. 4,628 funds tracked by Wall St. Rank hold SPY as of Q4 2025.

Peterson Wealth Advisors reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q4 2025 after selling out during the quarter.
Peterson Wealth Advisors sold 355 State Street SPDR S&P 500 ETF Trust shares in Q4 2025, an estimated $238K.
Peterson Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2024 and held it in 4 quarters.
Peterson Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $247K in Q2 2025.
4,628 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q4 2025.

Based on Peterson Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.