Peterson Wealth Services’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 | $2.72M | Sell |
4,399
-505
| -10% | -$312K | 0.74% | 35 |
|
|
2025
Q1 | $2.74M | Sell |
4,904
-288
| -6% | -$161K | 0.85% | 36 |
|
|
2024
Q4 | $3.04M | Buy |
5,192
+2
| +0% | +$1.17K | 0.91% | 32 |
|
|
2024
Q3 | $2.98M | Buy |
5,190
+2
| +0% | +$1.15K | 0.95% | 29 |
|
|
2024
Q2 | $2.82M | Buy |
5,188
+2
| +0% | +$1.09K | 0.99% | 29 |
|
|
2024
Q1 | $2.71M | Buy |
5,186
+34
| +0.7% | +$17.8K | 0.99% | 34 |
|
|
2023
Q4 | $2.45M | Buy |
+5,152
| New | +$2.45M | 1.05% | 30 |
|
|
2023
Q3 | – | Sell |
-5,025
| Closed | -$2.23M | – | 83 |
|
|
2023
Q2 | $2.23M | Sell |
5,025
-6
| -0.1% | -$2.66K | 1.07% | 32 |
|
|
2023
Q1 | $2.06M | Sell |
5,031
-10
| -0.2% | -$4.09K | 1.06% | 33 |
|
|
2022
Q4 | $1.93M | Buy |
5,041
+3,387
| +205% | +$1.3M | 1.1% | 32 |
|
|
2022
Q3 | $591K | Buy |
1,654
+33
| +2% | +$11.8K | 0.42% | 63 |
|
|
2022
Q2 | $612K | Sell |
1,621
-400
| -20% | -$151K | 0.44% | 45 |
|
|
2022
Q1 | $913K | Buy |
2,021
+110
| +6% | +$49.7K | 0.56% | 44 |
|
|
2021
Q4 | $908K | Buy |
+1,911
| New | +$908K | 0.6% | 47 |
|