Peterson Wealth Advisors, LLC SPLG Holdings History
Peterson Wealth Advisors, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 2.26 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $164.60 Mil. This investment constitutes 27.17% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.23% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2020Q3. And since then Peterson Wealth Advisors, LLC has made 15 purchases of SPLG, at an average price of $43.02, for a total of 2.56 Mil shares. In addition, there have been 5 sales at an average price of $61.71 for 296,997.00 shares. Based on historical transaction data and SPLG's current price of $74.36, Peterson Wealth Advisors, LLC's estimated gain on his SPLG holdings is $76.54 Mil, reflecting a 69.46% gain to date.
Peterson Wealth Advisors, LLC SPLG ($74.36) Holding Chart
Peterson Wealth Advisors, LLC SPLG ($74.36) 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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