Paulson Wealth Management’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-6,496	Closed	-$237K	–	93
2020 Q3	$237K	Sell	6,496 -21	-0.3%	-$766	0.15%	73
2020 Q2	$218K	Sell	6,517 -877	-12%	-$27.4K	0.15%	78
2020 Q1	$218K	Sell	7,394 -2,581	-26%	-$88.7K	0.17%	76
2019 Q4	$385K	Sell	9,975 -1,731	-15%	-$62.4K	0.27%	71
2019 Q3	$401K	Buy	11,706 +1,581	+16%	+$54.9K	0.3%	60
2019 Q2	$363K	Sell	10,125 -597	-6%	-$21.2K	0.27%	71
2019 Q1	$383K	Buy	10,722 +1,040	+11%	+$36.2K	0.29%	75
2018 Q4	$328K	Buy	+9,682	New	+$319K	0.27%	79
2018 Q1	–	Sell	-116	Closed	-$4K	–	458
2017 Q4	$4K	Buy	+116	New	+$4.32K	﹤0.01%	488

Other funds holding SPEM

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Paulson Wealth Management sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q4 2020, closing a stake of 6,496 shares — an estimated $237K sold.

Paulson Wealth Management first reported a position in SPEM in Q4 2017 and held it in 9 quarters. The position peaked at $401K in Q3 2019. 476 funds tracked by Wall St. Rank hold SPEM as of Q4 2020.

Paulson Wealth Management reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
Paulson Wealth Management sold 6,496 State Street SPDR Portfolio Emerging Markets ETF shares in Q4 2020, an estimated $237K.
Paulson Wealth Management first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q4 2017 and held it in 9 quarters.
Paulson Wealth Management's State Street SPDR Portfolio Emerging Markets ETF position peaked at $401K in Q3 2019.
476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q4 2020.

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