Ownership history in PETERSON WEALTH MANAGEMENT · 23 quarters on record
This page tracks every 13F SEC filing in which PETERSON WEALTH MANAGEMENT reported a position in SELECT SECTOR SPDR TR (XLP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,311 | -1,463 | -8.2% | 0.94% | $1.3M | $77.68 |
| 2025 Q3 | REDUCED | 17,774 | -17,771 | -50.0% | 0.97% | $1.4M | $77.75 |
| 2025 Q1 | ADDED | 35,545 | +510 | +1.5% | 1.95% | $2.9M | $79.92 |
| 2024 Q4 | ADDED | 35,035 | +1,961 | +5.9% | 1.64% | $2.8M | $76.52 |
| 2024 Q3 | ADDED | 33,074 | +1,048 | +3.3% | 1.75% | $2.7M | $80.18 |
| 2024 Q2 | ADDED | 32,026 | +772 | +2.5% | 1.51% | $2.5M | $73.59 |
| 2024 Q1 | ADDED | 31,254 | +2,016 | +6.9% | 1.72% | $2.4M | $72.83 |
| 2023 Q4 | ADDED | 29,238 | +1,450 | +5.2% | 1.90% | $2.1M | $68.20 |
| 2023 Q3 | ADDED | 27,788 | +4,590 | +19.8% | 1.57% | $1.9M | $64.66 |
| 2023 Q2 | REDUCED | 23,198 | -510 | -2.2% | 1.66% | $1.7M | $69.23 |
As of 2025 Q4 — sorted by position size