Back to STT-PG

Peterson Wealth Advisors, LLC → STT-PG

Peterson Wealth Advisors, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
25
Latest value
$228.2M
Q3 2026
Peak value
$228.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.2M
Q3 2025$69.9M
Q3 2025$4.3M
Q3 2025$41.9M
Q3 2025$181.1M
Q4 2025$2.2M
Q4 2025$72.3M
Q4 2025$1.5M
Q4 2025$42.6M
Q4 2025$184.3M
Q1 2026$2.3M
Q1 2026$85.8M
Q1 2026$1.5M
Q1 2026$43.3M
Q1 2026$184M
Q2 2026$2.5M
Q2 2026$99.4M
Q2 2026$1.7M
Q2 2026$50.6M
Q2 2026$216.1M
Q3 2026$2.4M
Q3 2026$103.1M
Q3 2026$1.7M
Q3 2026$49.1M
Q3 2026$228.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$228.2M2.54M——
Q3 2026$49.1M778.9K——
Q3 2026$1.7M18.3K——
Q3 2026$103.1M2.05M——
Q3 2026$2.4M46.5K——
Q2 2026$216.1M2.46M——
Q2 2026$50.6M748.3K——
Q2 2026$1.7M18.7K——
Q2 2026$99.4M1.97M——
Q2 2026$2.5M47.5K——
Q1 2026$184M2.40M——
Q1 2026$43.3M730.8K——
Q1 2026$1.5M18.6K——
Q1 2026$85.8M1.88M——
Q1 2026$2.3M48.3K——
Q4 2025$184.3M2.30M——
Q4 2025$42.6M735.5K——
Q4 2025$1.5M18.8K——
Q4 2025$72.3M1.63M——
Q4 2025$2.2M47.4K——
Q3 2025$181.1M2.30M——
Q3 2025$41.9M733.7K——
Q3 2025$4.3M53.6K——
Q3 2025$69.9M1.62M——
Q3 2025$3.2M67.1K——

Other funds holding STT-PG

Other Peterson Wealth Advisors, LLC positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$44.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$43.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$42.3M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$41.3M
ARCC

SPDR SERIES TRUST

$38.5M
ARCC

SPDR SERIES TRUST

$36.4M
ARCC

SPDR SERIES TRUST

$33.7M
ARCC

SPDR SERIES TRUST

$33.6M