Peterson Wealth Management
SPY icon

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

Peterson Wealth Management’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
2026
Q3 		$32.6M Buy
42,693
+2,048
+5% +$1.56M 14.95% 2
2026
Q2 		$30.4M Buy
40,645
+6,006
+17% +$4.35M 14.14% 2
2026
Q1 		$22.5M Buy
34,639
+445
+1% +$303K 13.06% 1
2025
Q4 		$23.3M Buy
34,194
+10,612
+45% +$7.17M 17.32% 2
2025
Q3 		$15.7M Sell
23,582
-7,349
-24% -$4.71M 10.88% 2
2025
Q2 		$19.1M Buy
30,931
+4,136
+15% +$2.36M 11.33% 2
2025
Q1 		$15M Buy
26,795
+447
+2% +$263K 10.09% 1
2024
Q4 		$15.4M Buy
26,348
+1,034
+4% +$609K 9.19% 1
2024
Q3 		$14.5M Buy
25,314
+1,518
+6% +$839K 9.28% 1
2024
Q2 		$13M Buy
23,796
+1,465
+7% +$767K 8% 1
2024
Q1 		$11.7M Buy
22,331
+732
+3% +$364K 8.44% 1
2023
Q4 		$10.3M Sell
21,599
-4,902
-18% -$2.18M 9.24% 1
2023
Q3 		$11.3M Buy
26,501
+2,640
+11% +$1.17M 9.32% 2
2023
Q2 		$10.6M Buy
23,861
+4,324
+22% +$1.81M 8.38% 2
2023
Q1 		$8M Sell
19,537
-644
-3% -$257K 7.66% 3
2022
Q4 		$7.72M Buy
20,181
+758
+4% +$291K 7.87% 2
2022
Q3 		$6.94M Buy
19,423
+11,546
+147% +$4.59M 6.47% 3
2022
Q2 		$2.97M Sell
7,877
-12,262
-61% -$5.02M 3.84% 7
2022
Q1 		$9.1M Sell
20,139
-497
-2% -$221K 6.1% 4
2021
Q4 		$9.8M Buy
20,636
+505
+3% +$232K 6.55% 2
2021
Q3 		$8.64M Buy
20,131
+323
+2% +$142K 6.69% 2
2021
Q2 		$8.48M Sell
19,808
-1,708
-8% -$713K 6.62% 3
2021
Q1 		$8.53M Sell
21,516
-1,024
-5% -$395K 7.24% 2
2020
Q4 		$8.43M Buy
22,540
+435
+2% +$154K 6.84% 4
2020
Q3 		$7.4M Buy
22,105
+5,198
+31% +$1.72M 6.56% 4
2020
Q2 		$5.21M Buy
16,907
+1,626
+11% +$476K 5.18% 6
2020
Q1 		$3.94M Sell
15,281
-11,384
-43% -$3.47M 4.8% 7
2019
Q4 		$8.73M Buy
+26,665
New +$8.21M 7.93% 2

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Peterson Wealth Management's SPY Position: Q3 2026 in Review

Peterson Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 5% in Q3 2026, buying an estimated $1.56M and bringing the position to 42,693 shares worth $32.6M. The position accounts for 14.95% of the portfolio, ranked #2.

Peterson Wealth Management first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Peterson Wealth Management held 42,693 shares of State Street SPDR S&P 500 ETF Trust worth $32.6M as of Q3 2026.
  • Peterson Wealth Management bought 2,048 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.56M.
  • State Street SPDR S&P 500 ETF Trust made up 14.95% of Peterson Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Peterson Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 28 quarters since.
  • 2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.