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Paulson Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Paulson Wealth Management’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,224
Closed -$312K – 112
2019
Q1 		$312K Buy
5,224
+651
+14% +$38.5K 0.24% 89
2018
Q4 		$263K Buy
+4,573
New +$272K 0.22% 94

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

Paulson Wealth Management's SLYG Position: Q2 2019 in Review

Paulson Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2019, closing a stake of 5,224 shares — an estimated $312K sold.

Paulson Wealth Management first reported a position in SLYG in Q4 2018 and held it in 2 quarters. The position peaked at $312K in Q1 2019. 233 funds tracked by Wall St. Rank hold SLYG as of Q2 2019.

  • Paulson Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Paulson Wealth Management sold 5,224 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2019, an estimated $312K.
  • Paulson Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Paulson Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $312K in Q1 2019.
  • 233 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2019.

Based on Paulson Wealth Management's 13F filing for Q2 2019, filed 30 Jul 2019.