PWA
Peterson Wealth Advisors’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,340
| Closed | -$325K | – | 95 |
|
|
2024
Q4 | $325K | Sell |
6,340
-6,289
| -50% | -$323K | 0.06% | 69 |
|
|
2024
Q3 | $668K | Buy |
12,629
+448
| +4% | +$23.7K | 0.13% | 42 |
|
|
2024
Q2 | $594K | Buy |
12,181
+71
| +0.6% | +$3.46K | 0.12% | 45 |
|
|
2024
Q1 | $607K | Buy |
12,110
+62
| +0.5% | +$3.11K | 0.13% | 42 |
|
|
2023
Q4 | $562K | Sell |
12,048
-3,309
| -22% | -$154K | 0.13% | 40 |
|
|
2023
Q3 | $634K | Buy |
15,357
+117
| +0.8% | +$4.83K | 0.17% | 35 |
|
|
2023
Q2 | $660K | Buy |
15,240
+74
| +0.5% | +$3.21K | 0.17% | 33 |
|
|
2023
Q1 | $618K | Sell |
15,166
-9,885
| -39% | -$403K | 0.17% | 37 |
|
|
2022
Q4 | $974K | Buy |
25,051
+746
| +3% | +$29K | 0.29% | 29 |
|
|
2022
Q3 | $838K | Sell |
24,305
-23,996
| -50% | -$827K | 0.28% | 27 |
|
|
2022
Q2 | $1.78M | Hold |
48,301
| – | – | 0.59% | 22 |
|
|
2022
Q1 | $2.02M | Sell |
48,301
-13,261
| -22% | -$554K | 0.6% | 21 |
|
|
2021
Q4 | $2.59M | Sell |
61,562
-6,674
| -10% | -$280K | 0.75% | 17 |
|
|
2021
Q3 | $2.66M | Buy |
68,236
+2,974
| +5% | +$116K | 0.88% | 16 |
|
|
2021
Q2 | $2.58M | Buy |
+65,262
| New | +$2.58M | 0.92% | 16 |
|