Peterson Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $181M | Buy |
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|
2025
Q2 | $165M | Buy |
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|
2025
Q1 | $134M | Sell |
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|
2024
Q4 | $165M | Sell |
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|
2024
Q3 | $162M | Buy |
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|
2024
Q2 | $150M | Sell |
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|
2024
Q1 | $147M | Buy |
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|
2023
Q4 | $133M | Sell |
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|
2023
Q3 | $122M | Buy |
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|
2023
Q2 | $124M | Sell |
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|
2023
Q1 | $117M | Buy |
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|
2022
Q4 | $105M | Buy |
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|
2022
Q3 | $94.8M | Buy |
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|
2022
Q2 | $98.8M | Buy |
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|
2022
Q1 | $112M | Buy |
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|
2021
Q4 | $112M | Buy |
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|
2021
Q3 | $95.6M | Buy |
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|
2021
Q2 | $93.9M | Buy |
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|
2021
Q1 | $80.8M | Buy |
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|
2020
Q4 | $73.9M | Buy |
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|
2020
Q3 | $62.6M | Sell |
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|
2020
Q2 | $58M | Buy |
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|
2020
Q1 | $45.7M | Buy |
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|
2019
Q4 | $57.1M | Sell |
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|
2019
Q3 | $53M | Buy |
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|
2019
Q2 | $51.6M | Buy |
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|
2019
Q1 | $48.5M | Buy |
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|
2018
Q4 | $40.4M | Buy |
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|
2018
Q3 | $42.6M | Buy |
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|
2018
Q2 | $36.6M | Buy |
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|
2018
Q1 | $34.2M | Buy |
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|
2017
Q4 | $9.81M | Buy |
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