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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Buy	+401	New	+$247K	0.04%	89
2025 Q1	–	Sell	-375	Closed	-$222K	–	94
2024 Q4	$222K	Buy	375 +1	+0.3%	+$592	0.04%	80
2024 Q3	$215K	Buy	+374	New	+$215K	0.04%	79