SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

PETERSON WEALTH MANAGEMENT's Holding History (CIK: 0001785144)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 34,194 Value ($000) $23,318 Avg Close — Range —
Q3 2025
Shares 23,582 Value ($000) $15,710 Avg Close — Range —
Q2 2025
Shares 30,931 Value ($000) $19,111 Avg Close — Range —
Q1 2025
Shares 26,795 Value ($000) $14,989 Avg Close — Range —
Q4 2024
Shares 26,348 Value ($000) $15,442 Avg Close — Range —
Q3 2024
Shares 25,314 Value ($000) $14,524 Avg Close — Range —
Q2 2024
Shares 23,796 Value ($000) $12,950 Avg Close — Range —
Q1 2024
Shares 22,331 Value ($000) $11,681 Avg Close — Range —
Q4 2023
Shares 21,599 Value ($000) $10,266 Avg Close — Range —
Q3 2023
Shares 26,501 Value ($000) $11,329 Avg Close — Range —
Q2 2023
Shares 23,861 Value ($000) $10,577 Avg Close — Range —
Q1 2023
Shares 19,537 Value ($000) $7,998 Avg Close — Range —
Q4 2022
Shares 20,181 Value ($000) $7,718 Avg Close — Range —
Q3 2022
Shares 19,423 Value ($000) $6,937 Avg Close — Range —
Q2 2022
Shares 7,877 Value ($000) $2,972 Avg Close — Range —
Q1 2022
Shares 20,139 Value ($000) $9,095 Avg Close — Range —
Q4 2021
Shares 20,636 Value ($000) $9,801 Avg Close — Range —
Q3 2021
Shares 20,131 Value ($000) $8,639 Avg Close — Range —
Q2 2021
Shares 19,808 Value ($000) $8,479 Avg Close — Range —
Q1 2021
Shares 21,516 Value ($000) $8,527 Avg Close — Range —
Q4 2020
Shares 22,540 Value ($000) $8,427 Avg Close — Range —
Q3 2020
Shares 22,105 Value ($000) $7,403 Avg Close — Range —
Q2 2020
Shares 16,907 Value ($000) $5,213 Avg Close — Range —
Q1 2020
Shares 15,281 Value ($000) $3,939 Avg Close — Range —
Q4 2019
Shares 26,665 Value ($000) $8,732 Avg Close — Range —