Paulson Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,079	Closed	-$206K	–	111
2019 Q3	$206K	Sell	6,079 -88	-1%	-$2.97K	0.16%	102
2019 Q2	$211K	Sell	6,167 -3,693	-37%	-$124K	0.16%	99
2019 Q1	$329K	Buy	9,860 +1,056	+12%	+$34.5K	0.25%	83
2018 Q4	$279K	Buy	+8,804	New	+$287K	0.23%	92

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Paulson Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2019, closing a stake of 6,079 shares — an estimated $206K sold.

Paulson Wealth Management first reported a position in SPMD in Q4 2018 and held it in 4 quarters. The position peaked at $329K in Q1 2019. 251 funds tracked by Wall St. Rank hold SPMD as of Q4 2019.

Paulson Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2019 after selling out during the quarter.
Paulson Wealth Management sold 6,079 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2019, an estimated $206K.
Paulson Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 4 quarters.
Paulson Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $329K in Q1 2019.
251 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2019.

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