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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,804	Closed	-$233K	–	145
2024 Q1	$233K	Sell	2,804 -921	-25%	-$73.8K	0.07%	130
2023 Q4	$310K	Sell	3,725 -1,320	-26%	-$97.6K	0.1%	101
2023 Q3	$365K	Sell	5,045 -472	-9%	-$36.5K	0.13%	86
2023 Q2	$426K	Buy	+5,517	New	+$410K	0.15%	77

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Paulson Wealth Management's SLYV Position: Q2 2024 in Review

Paulson Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2024, closing a stake of 2,804 shares — an estimated $233K sold.

Paulson Wealth Management first reported a position in SLYV in Q2 2023 and held it in 4 quarters. The position peaked at $426K in Q2 2023. 533 funds tracked by Wall St. Rank hold SLYV as of Q2 2024.

Paulson Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2024 after selling out during the quarter.
Paulson Wealth Management sold 2,804 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2024, an estimated $233K.
Paulson Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2023 and held it in 4 quarters.
Paulson Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $426K in Q2 2023.
533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2024.

Based on Paulson Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.