Peterson Wealth Advisors, LLC SPDW Holdings History
Peterson Wealth Advisors, LLC's SPDR Portfolio Developed World ex-US ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 1.60 Mil shares of SPDR Portfolio Developed World ex-US ETF(SPDW), totaling $64.60 Mil. This investment constitutes 10.66% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.24% of the outstanding SPDR Portfolio Developed World ex-US ETF(SPDW) stock.
The initial trade took place in 2018Q2. And since then Peterson Wealth Advisors, LLC has made 27 purchases of SPDW, at an average price of $35.22, for a total of 1.62 Mil shares. In addition, there have been 2 sales at an average price of $35.93 for 27,463.00 shares. Based on historical transaction data and SPDW's current price of $40.22, Peterson Wealth Advisors, LLC's estimated gain on his SPDW holdings is $7.99 Mil, reflecting a 13.98% gain to date.
Peterson Wealth Advisors, LLC SPDW ($40.22) Holding Chart
Peterson Wealth Advisors, LLC SPDW ($40.22) 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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