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 Q2	$9.03M	Buy	156,527 +14,279	+10%	+$762K	1.91%	13
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 $445B AUM 25.58% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

CCWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paulson Wealth Management's SPSM Position: Q2 2026 in Review

Paulson Wealth Management increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 10% in Q2 2026, buying an estimated $762K and bringing the position to 156,527 shares worth $9.03M. The position accounts for 1.91% of the portfolio, ranked #13.

Paulson Wealth Management first reported a position in SPSM in Q3 2019 and has held it in 14 quarters since. 1,053 funds tracked by Wall St. Rank hold SPSM as of Q2 2026.

Paulson Wealth Management held 156,527 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $9.03M as of Q2 2026.
Paulson Wealth Management bought 14,279 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q2 2026, an estimated $762K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 1.91% of Paulson Wealth Management's portfolio in Q2 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 14 quarters since.
1,053 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.