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

Peterson Wealth Services’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 Q2	$3.54M	Buy	4,743 +2	+0%	+$1.45K	0.77%	39
2026 Q1	$3.08M	Buy	4,741 +35	+0.7%	+$23.8K	0.76%	38
2025 Q4	$3.21M	Buy	4,706 +3,446	+273%	+$2.33M	0.82%	31
2025 Q3	$3.06M	Sell	1,260 -3,139	-71%	-$2.01M	0.75%	34
2025 Q2	$2.72M	Sell	4,399 -505	-10%	-$289K	0.74%	35
2025 Q1	$2.74M	Sell	4,904 -288	-6%	-$169K	0.85%	36
2024 Q4	$3.04M	Buy	5,192 +2	+0%	+$1.18K	0.91%	32
2024 Q3	$2.98M	Buy	5,190 +2	+0%	+$1.11K	0.95%	29
2024 Q2	$2.82M	Buy	5,188 +2	+0%	+$1.05K	0.99%	29
2024 Q1	$2.71M	Buy	5,186 +34	+0.7%	+$16.9K	0.99%	34
2023 Q4	$2.45M	Buy	+5,152	New	+$2.3M	1.05%	30
2023 Q3	–	Sell	-5,025	Closed	-$2.23M	–	83
2023 Q2	$2.23M	Sell	5,025 -6	-0.1%	-$2.52K	1.07%	32
2023 Q1	$2.06M	Sell	5,031 -10	-0.2%	-$3.99K	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%	+$13.1K	0.42%	63
2022 Q2	$612K	Sell	1,621 -400	-20%	-$164K	0.44%	45
2022 Q1	$913K	Buy	2,021 +110	+6%	+$49K	0.56%	44
2021 Q4	$908K	Buy	+1,911	New	+$877K	0.6%	47

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Peterson Wealth Services's SPY Position: Q2 2026 in Review

Peterson Wealth Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.04% in Q2 2026, buying an estimated $1.45K and bringing the position to 4,743 shares worth $3.54M. The position accounts for 0.77% of the portfolio, ranked #39.

Peterson Wealth Services first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Peterson Wealth Services held 4,743 shares of State Street SPDR S&P 500 ETF Trust worth $3.54M as of Q2 2026.
Peterson Wealth Services bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.77% of Peterson Wealth Services's portfolio in Q2 2026, its #39 holding.
Peterson Wealth Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.