PWM
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Paulson Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Paulson Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-101,527
Closed -$3.13M – 92
2020
Q3 		$3.13M Buy
101,527
+1,616
+2% +$50K 2.02% 15
2020
Q2 		$3.08M Buy
99,911
+3,240
+3% +$99K 2.16% 13
2020
Q1 		$2.96M Sell
96,671
-8,717
-8% -$259K 2.27% 13
2019
Q4 		$3.12M Sell
105,388
-4,875
-4% -$144K 2.2% 10
2019
Q3 		$3.27M Buy
110,263
+3,013
+3% +$88.6K 2.46% 8
2019
Q2 		$3.12M Buy
107,250
+3,170
+3% +$90.7K 2.33% 10
2019
Q1 		$2.97M Buy
104,080
+62,942
+153% +$1.77M 2.25% 9
2018
Q4 		$1.15M Buy
41,138
+31,731
+337% +$872K 0.95% 22
2018
Q3 		$257K Buy
+9,407
New +$262K 0.23% 101
2018
Q1 		– Sell
-1,298
Closed -$37K – 457
2017
Q4 		$37K Buy
+1,298
New +$37.4K 0.03% 225

Other funds holding SPAB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Paulson Wealth Management's SPAB Position: Q4 2020 in Review

Paulson Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q4 2020, closing a stake of 101,527 shares — an estimated $3.13M sold.

Paulson Wealth Management first reported a position in SPAB in Q4 2017 and held it in 10 quarters. The position peaked at $3.27M in Q3 2019. 338 funds tracked by Wall St. Rank hold SPAB as of Q4 2020.

  • Paulson Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Paulson Wealth Management sold 101,527 State Street SPDR Portfolio Aggregate Bond ETF shares in Q4 2020, an estimated $3.13M.
  • Paulson Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and held it in 10 quarters.
  • Paulson Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $3.27M in Q3 2019.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q4 2020.

Based on Paulson Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.