Peterson Wealth Advisors, LLC SPSM Holdings History
Peterson Wealth Advisors, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-06-30, Peterson Wealth Advisors, LLC held 695,826.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $29.64 Mil. This investment constitutes 4.89% of their stock portfolio, and Peterson Wealth Advisors, LLC now holds 0.26% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2018Q2. And since then Peterson Wealth Advisors, LLC has made 26 purchases of SPSM, at an average price of $33.94, for a total of 704,471.00 shares. In addition, there have been 2 sales at an average price of $40.68 for 8,645.00 shares. Based on historical transaction data and SPSM's current price of $43.59, Peterson Wealth Advisors, LLC's estimated gain on his SPSM holdings is $6.77 Mil, reflecting a 28.31% gain to date.
Peterson Wealth Advisors, LLC SPSM ($43.59) Holding Chart
Peterson Wealth Advisors, LLC SPSM ($43.59) 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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