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Spdr S&p 500 Etf shares owned by Petersen Hastings Wealth Advisors

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Petersen Hastings Wealth Advisors from 13F filings

Historical chart of Petersen Hastings Wealth Advisors investment in Spdr S&p 500 Etf

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by Petersen Hastings Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Petersen Hastings Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.4M 3.2k 746.77
2026-03-31 $2.1M 3.2k 650.34

More positions owned by Petersen Hastings Wealth Advisors

Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl High Profit (DIHP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for Petersen Hastings Wealth Advisors

Top funds holding Spdr S&p 500 Etf

Jane Street
Susquehanna International
Citadel Advisors
Belvedere Trading
Barclays
Old Mission Capital
Goldman Sachs Group
Morgan Stanley
Bank of America Corporation
Royal Bank of Canada
BlackRock
Alkeon Capital Management
UBS Group
Capstone Investment Advisors
Gallagher Fiduciary Advisors

View all funds holding Spdr S&p 500 Etf