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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Peterson Wealth Management's SPY Position: Q1 2026 in Review

Peterson Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q1 2026, buying an estimated $303K and bringing the position to 34,639 shares worth $22.5M. The position accounts for 13.06% of the portfolio, ranked #1.

Peterson Wealth Management first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $23.3M in Q4 2025. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Peterson Wealth Management held 34,639 shares of State Street SPDR S&P 500 ETF Trust worth $22.5M as of Q1 2026.
  • Peterson Wealth Management bought 445 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $303K.
  • State Street SPDR S&P 500 ETF Trust made up 13.06% of Peterson Wealth Management's portfolio in Q1 2026, its #1 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 26 quarters since.
  • Peterson Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $23.3M in Q4 2025.
  • 4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.