Paulson Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.87M	Buy	142,248 +13,282	+10%	+$657K	1.61%	13
2025 Q4	$6.04M	Buy	128,966 +7,521	+6%	+$351K	1.4%	13
2025 Q3	$5.63M	Buy	121,445 +14,483	+14%	+$649K	1.33%	13
2025 Q2	$4.56M	Buy	106,962 +5,068	+5%	+$204K	1.18%	16
2025 Q1	$4.15M	Buy	101,894 +2,472	+2%	+$109K	1.17%	17
2024 Q4	$4.47M	Sell	99,422 -5,628	-5%	-$262K	1.22%	15
2024 Q3	$4.78M	Sell	105,050 -3,466	-3%	-$152K	1.28%	15
2024 Q2	$4.51M	Sell	108,516 -13,951	-11%	-$581K	1.32%	14
2024 Q1	$5.27M	Buy	122,467 +4,498	+4%	+$186K	1.55%	14
2023 Q4	$4.98M	Buy	117,969 +26,015	+28%	+$980K	1.59%	15
2023 Q3	$3.39M	Buy	91,954 +16,036	+21%	+$625K	1.19%	16
2023 Q2	$2.95M	Buy	+75,918	New	+$2.82M	1.01%	19
2019 Q4	–	Sell	-6,955	Closed	-$209K	–	112
2019 Q3	$209K	Buy	+6,955	New	+$210K	0.16%	100

Other funds holding SPSM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Paulson Wealth Management's SPSM Position: Q1 2026 in Review

Paulson Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q1 2026, buying an estimated $657K and bringing the position to 142,248 shares worth $6.87M. The position accounts for 1.61% of the portfolio, ranked #13.

Paulson Wealth Management first reported a position in SPSM in Q3 2019 and has held it in 13 quarters since. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Paulson Wealth Management held 142,248 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.87M as of Q1 2026.
Paulson Wealth Management bought 13,282 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $657K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.61% of Paulson Wealth Management's portfolio in Q1 2026, its #13 holding.
Paulson Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q3 2019 and has held it in 13 quarters since.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.