Spdr S&p 500 Etf shares owned by Peterson Wealth Services
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Peterson Wealth Services
from 13F filings
Historical chart of Peterson Wealth Services investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Peterson Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 1.3k | 2427.27 |
| 2025-06-30 | $2.7M | 4.4k | 617.92 |
| 2025-03-31 | $2.7M | 4.9k | 559.40 |
| 2024-12-31 | $3.0M | 5.2k | 586.06 |
| 2024-09-30 | $3.0M | 5.2k | 573.80 |
| 2024-06-30 | $2.8M | 5.2k | 544.19 |
| 2024-03-31 | $2.7M | 5.2k | 523.08 |
| 2023-12-31 | $2.4M | 5.2k | 475.32 |
| 2023-06-30 | $2.2M | 5.0k | 443.28 |
| 2023-03-31 | $2.1M | 5.0k | 409.42 |
| 2022-12-31 | $1.9M | 5.0k | 382.47 |
| 2022-09-30 | $591k | 1.7k | 357.32 |
| 2022-06-30 | $612k | 1.6k | 377.54 |
| 2022-03-31 | $913k | 2.0k | 451.76 |
| 2021-12-31 | $908k | 1.9k | 475.14 |