Peterson Wealth Services
SPY icon

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
Q3 		$3.63M Buy
4,755
+12
+0.3% +$9.12K 0.76% 36
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
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 Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

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

Peterson Wealth Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.25% in Q3 2026, buying an estimated $9.12K and bringing the position to 4,755 shares worth $3.63M. The position accounts for 0.76% of the portfolio, ranked #36.

Peterson Wealth Services first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 2,238 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Peterson Wealth Services held 4,755 shares of State Street SPDR S&P 500 ETF Trust worth $3.63M as of Q3 2026.
  • Peterson Wealth Services bought 12 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $9.12K.
  • State Street SPDR S&P 500 ETF Trust made up 0.76% of Peterson Wealth Services's portfolio in Q3 2026, its #36 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 19 quarters since.
  • 2,238 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.