PWM
Paulson Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.56M | Buy |
106,962
+5,068
| +5% | +$216K | 1.18% | 16 |
|
|
2025
Q1 | $4.15M | Buy |
101,894
+2,472
| +2% | +$101K | 1.17% | 17 |
|
|
2024
Q4 | $4.47M | Sell |
99,422
-5,628
| -5% | -$253K | 1.22% | 15 |
|
|
2024
Q3 | $4.78M | Sell |
105,050
-3,466
| -3% | -$158K | 1.28% | 15 |
|
|
2024
Q2 | $4.51M | Sell |
108,516
-13,951
| -11% | -$579K | 1.32% | 14 |
|
|
2024
Q1 | $5.27M | Buy |
122,467
+4,498
| +4% | +$194K | 1.55% | 14 |
|
|
2023
Q4 | $4.98M | Buy |
117,969
+26,015
| +28% | +$1.1M | 1.59% | 15 |
|
|
2023
Q3 | $3.39M | Buy |
91,954
+16,036
| +21% | +$592K | 1.19% | 16 |
|
|
2023
Q2 | $2.95M | Buy |
+75,918
| New | +$2.95M | 1.01% | 19 |
|
|
2019
Q4 | – | Sell |
-6,955
| Closed | -$209K | – | 112 |
|
|
2019
Q3 | $209K | Buy |
+6,955
| New | +$209K | 0.16% | 100 |
|