PWM
SLY

Paulson Wealth Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Paulson Wealth Management’s Portfolio SLY Stock Details SLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-18,049
Closed -$1.52M – 130
2023
Q1 		$1.52M Buy
18,049
+1,463
+9% +$127K 0.67% 20
2022
Q4 		$1.36M Buy
+16,586
New +$1.38M 0.67% 20
2018
Q1 		– Sell
-2
Closed – – 630
2017
Q4 		$0 Buy
+2
New +$132 ﹤0.01% 632

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Paulson Wealth Management's SLY Position: Q2 2023 in Review

Paulson Wealth Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 18,049 shares — an estimated $1.52M sold.

Paulson Wealth Management first reported a position in SLY in Q4 2017 and held it in 3 quarters. The position peaked at $1.52M in Q1 2023. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Paulson Wealth Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
  • Paulson Wealth Management sold 18,049 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $1.52M.
  • Paulson Wealth Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2017 and held it in 3 quarters.
  • Paulson Wealth Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.52M in Q1 2023.
  • 3 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2023.

Based on Paulson Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.