PETERSON WEALTH MANAGEMENT SPY Holdings History
PETERSON WEALTH MANAGEMENT's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 26,795.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $14.99 Mil. This investment constitutes 10.09% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 14 purchases of SPY, at an average price of $365.37, for a total of 59,216.00 shares. In addition, there have been 7 sales at an average price of $378.65 for 32,421.00 shares. Based on historical transaction data and SPY's current price of $634.42, PETERSON WEALTH MANAGEMENT's estimated gain on his SPY holdings is $7.64 Mil, reflecting a 35.31% gain to date.
PETERSON WEALTH MANAGEMENT SPY ($634.42) Holding Chart
PETERSON WEALTH MANAGEMENT SPY ($634.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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