SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Peterson Wealth Advisors, LLC's Holding History (CIK: 0001713558)

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

Q4 2024
Shares 6,340 Value ($000) $325 Avg Close — Range —
Q3 2024
Shares 12,629 Value ($000) $668 Avg Close — Range —
Q2 2024
Shares 12,181 Value ($000) $594 Avg Close — Range —
Q1 2024
Shares 12,110 Value ($000) $607 Avg Close — Range —
Q4 2023
Shares 12,048 Value ($000) $562 Avg Close — Range —
Q3 2023
Shares 15,357 Value ($000) $634 Avg Close — Range —
Q2 2023
Shares 15,240 Value ($000) $660 Avg Close — Range —
Q1 2023
Shares 15,166 Value ($000) $618 Avg Close — Range —
Q4 2022
Shares 25,051 Value ($000) $974 Avg Close — Range —
Q3 2022
Shares 24,305 Value ($000) $838 Avg Close — Range —
Q2 2022
Shares 48,301 Value ($000) $1,778 Avg Close — Range —
Q1 2022
Shares 48,301 Value ($000) $2,017 Avg Close — Range —
Q4 2021
Shares 61,562 Value ($000) $2,586 Avg Close — Range —
Q3 2021
Shares 68,236 Value ($000) $2,661 Avg Close — Range —
Q2 2021
Shares 65,262 Value ($000) $2,580 Avg Close — Range —