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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return