PETERSON WEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 ETF Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$94.81M
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-5.30%
quarter
SPDR Portfolio S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.33% | 29.68K shares | -3.99M | $41.99 | 2.25M |
| Q2 2022 | share | Increase | +6.11% | 128.21K shares | -12.77M | $44.34 | 2.22M |
| Q1 2022 | share | Increase | +4.91% | 98.23K shares | -186K | $53.13 | 2.10M |
| Q4 2021 | share | Increase | +5.63% | 106.61K shares | 16.13M | $56 | 2.00M |
| Q3 2021 | share | Increase | +1.63% | 30.38K shares | 1.77M | $50.46 | 1.89M |
| Q2 2021 | share | Increase | +7.53% | 130.54K shares | 13.02M | $50.18 | 1.86M |
| Q1 2021 | share | Increase | +3.18% | 53.41K shares | 6.94M | $46.31 | 1.73M |
| Q4 2020 | share | Increase | +5.70% | 90.61K shares | 11.31M | $43.52 | 1.68M |
| Q3 2020 | share | Decrease | -0.69% | -11.04K shares | 4.53M | $38.79 | 1.59M |
| Q2 2020 | share | Increase | +5.94% | 89.80K shares | 12.32M | $35.6 | 1.60M |
| Q1 2020 | share | Increase | +0.11% | 1.62K shares | -11.38M | $29.57 | 1.51M |
| Q4 2019 | share | Decrease | -0.74% | -11.28K shares | 4.09M | $36.72 | 1.50M |
| Q3 2019 | share | Increase | +1.77% | 26.42K shares | 1.38M | $33.67 | 1.52M |
| Q2 2019 | share | Increase | +5.15% | 73.18K shares | 3.11M | $33.21 | 1.49M |
| Q1 2019 | share | Increase | +2.76% | 38.20K shares | 8.11M | $31.79 | 1.42M |
| Q4 2018 | share | Increase | +10.67% | 133.38K shares | -2.17M | $27.82 | 1.38M |
| Q3 2018 | share | Increase | +9.02% | 103.41K shares | 6.03M | $32.25 | 1.24M |
| Q2 2018 | share | Increase | +3.76% | 41.54K shares | 2.36M | $30.01 | 1.14M |
| Q1 2018 | share | Increase | +252.58% | 791.60K shares | 24.37M | $28.99 | 1.10M |
| Q4 2017 | share | Increase | 0.00% | 313.40K shares | 9.81M | $29.21 | 313.40K |