SPDR SER TR

Ticker: SPYD CUSIP: 78468R788 Class: PRTFLO S&P500 HI

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

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

Q4 2025
Shares 2,100 Value ($000) $91 Avg Close — Range —
Q3 2025
Shares 4,591 Value ($000) $92 Avg Close — Range —
Q2 2025
Shares 2,068 Value ($000) $88 Avg Close — Range —
Q1 2025
Shares 2,052 Value ($000) $91 Avg Close — Range —
Q4 2024
Shares 1,877 Value ($000) $81 Avg Close — Range —
Q3 2024
Shares 1,936 Value ($000) $88 Avg Close — Range —
Q2 2023
Shares 40,252 Value ($000) $1,493 Avg Close — Range —
Q1 2023
Shares 53,755 Value ($000) $2,035 Avg Close — Range —
Q4 2022
Shares 246,310 Value ($000) $9,749 Avg Close — Range —