Peterson Wealth Services’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.06M | Sell |
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|
2025
Q2 | $2.72M | Sell |
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|
2025
Q1 | $2.74M | Sell |
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|
2024
Q4 | $3.04M | Buy |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.45M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.23M | Sell |
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|
2023
Q1 | $2.06M | Sell |
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|
2022
Q4 | $1.93M | Buy |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $612K | Sell |
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|
2022
Q1 | $913K | Buy |
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|
2021
Q4 | $908K | Buy |
|