SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Peterson Wealth Services's Holding History (CIK: 0001906799)

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

Q4 2025
Shares 4,706 Value ($000) $3,209 Avg Close — Range —
Q3 2025
Shares 1,260 Value ($000) $3,058 Avg Close — Range —
Q2 2025
Shares 4,399 Value ($000) $2,718 Avg Close — Range —
Q1 2025
Shares 4,904 Value ($000) $2,743 Avg Close — Range —
Q4 2024
Shares 5,192 Value ($000) $3,043 Avg Close — Range —
Q3 2024
Shares 5,190 Value ($000) $2,978 Avg Close — Range —
Q2 2024
Shares 5,188 Value ($000) $2,823 Avg Close — Range —
Q1 2024
Shares 5,186 Value ($000) $2,713 Avg Close — Range —
Q4 2023
Shares 5,152 Value ($000) $2,449 Avg Close — Range —
Q2 2023
Shares 5,025 Value ($000) $2,227 Avg Close — Range —
Q1 2023
Shares 5,031 Value ($000) $2,060 Avg Close — Range —
Q4 2022
Shares 5,041 Value ($000) $1,928 Avg Close — Range —
Q3 2022
Shares 1,654 Value ($000) $591 Avg Close — Range —
Q2 2022
Shares 1,621 Value ($000) $612 Avg Close — Range —
Q1 2022
Shares 2,021 Value ($000) $913 Avg Close — Range —
Q4 2021
Shares 1,911 Value ($000) $908 Avg Close — Range —