Spdr S&p 500 Etf shares owned by Peterson Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Peterson Wealth Management
from 13F filings
Historical chart of Peterson Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Peterson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 22k | 475.32 |
| 2023-09-30 | $11M | 27k | 427.49 |
| 2023-06-30 | $11M | 24k | 443.27 |
| 2023-03-31 | $8.0M | 20k | 409.39 |
| 2022-12-31 | $7.7M | 20k | 382.44 |
| 2022-09-30 | $6.9M | 19k | 357.15 |
| 2022-06-30 | $3.0M | 7.9k | 377.30 |
| 2022-03-31 | $9.1M | 20k | 451.61 |
| 2021-12-31 | $9.8M | 21k | 474.95 |
| 2021-09-30 | $8.6M | 20k | 429.14 |
| 2021-06-30 | $8.5M | 20k | 428.06 |
| 2021-03-31 | $8.5M | 22k | 396.31 |
| 2020-12-31 | $8.4M | 23k | 373.87 |
| 2020-09-30 | $7.4M | 22k | 334.90 |
| 2020-06-30 | $5.2M | 17k | 308.33 |
| 2020-03-31 | $3.9M | 15k | 257.77 |
| 2019-12-31 | $8.7M | 27k | 327.47 |
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