PWM
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Paulson Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Paulson Wealth Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,161
Closed -$269K – 110
2019
Q3 		$269K Buy
+9,161
New +$266K 0.2% 83

Other funds holding SPDW

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

Paulson Wealth Management's SPDW Position: Q4 2019 in Review

Paulson Wealth Management sold out of State Street SPDR Portfolio Developed World ex-US ETF (SPDW) in Q4 2019, closing a stake of 9,161 shares — an estimated $269K sold.

Paulson Wealth Management first reported a position in SPDW in Q3 2019 and held it in 1 quarter. The position peaked at $269K in Q3 2019. 407 funds tracked by Wall St. Rank hold SPDW as of Q4 2019.

  • Paulson Wealth Management reported no remaining State Street SPDR Portfolio Developed World ex-US ETF position as of Q4 2019 after selling out during the quarter.
  • Paulson Wealth Management sold 9,161 State Street SPDR Portfolio Developed World ex-US ETF shares in Q4 2019, an estimated $269K.
  • Paulson Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q3 2019 and held it in 1 quarter.
  • Paulson Wealth Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $269K in Q3 2019.
  • 407 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q4 2019.

Based on Paulson Wealth Management's 13F filing for Q4 2019, filed 21 Jan 2020.