Paulson Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Paulson Wealth Management’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,798	Closed	-$321K	–	88
2019 Q4	$321K	Sell	5,798 -164	-3%	-$8.65K	0.23%	77
2019 Q3	$306K	Hold	5,962	–	–	0.23%	80
2019 Q2	$307K	Sell	5,962 -2,178	-27%	-$111K	0.23%	82
2019 Q1	$410K	Sell	8,140 -15,332	-65%	-$762K	0.31%	69
2018 Q4	$1.13M	Sell	23,472 -350	-1%	-$17.2K	0.94%	23
2018 Q3	$1.18M	Buy	23,822 +296	+1%	+$15.9K	1.06%	22
2018 Q2	$1.22M	Sell	23,526 -296	-1%	-$15.2K	1.21%	20
2018 Q1	$1.19M	Sell	23,822 -328	-1%	-$16.7K	1.18%	22
2017 Q4	$1.24M	Buy	+24,150	New	+$1.22M	1.09%	23

Other funds holding MDYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Klingman & Associates New York $2.09B AUM 16.49% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Paulson Wealth Management's MDYV Position: Q1 2020 in Review

Paulson Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q1 2020, closing a stake of 5,798 shares — an estimated $321K sold.

Paulson Wealth Management first reported a position in MDYV in Q4 2017 and held it in 9 quarters. The position peaked at $1.24M in Q4 2017. 169 funds tracked by Wall St. Rank hold MDYV as of Q1 2020.

Paulson Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Paulson Wealth Management sold 5,798 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q1 2020, an estimated $321K.
Paulson Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2017 and held it in 9 quarters.
Paulson Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $1.24M in Q4 2017.
169 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q1 2020.

Based on Paulson Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.