Peterson Wealth Advisors, LLC SPMD Holdings History
Peterson Wealth Advisors, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 696,729.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $37.89 Mil. This investment constitutes 6.25% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.29% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.
The initial trade took place in 2020Q3. And since then Peterson Wealth Advisors, LLC has made 17 purchases of SPMD, at an average price of $38.95, for a total of 702,062.00 shares. In addition, there have been 3 sales at an average price of $42.91 for 5,333.00 shares. Based on historical transaction data and SPMD's current price of $55.98, Peterson Wealth Advisors, LLC's estimated gain on his SPMD holdings is $11.88 Mil, reflecting a 43.45% gain to date.
Peterson Wealth Advisors, LLC SPMD ($55.98) Holding Chart
Peterson Wealth Advisors, LLC SPMD ($55.98) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
