Paulson Wealth Management’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-75,127	Closed	-$3.51M	–	94
2020 Q3	$3.51M	Buy	75,127 +1,948	+3%	+$92.4K	2.27%	13
2020 Q2	$3.43M	Buy	73,179 +1,248	+2%	+$58.8K	2.4%	12
2020 Q1	$3.46M	Sell	71,931 -10,532	-13%	-$450K	2.65%	9
2019 Q4	$3.27M	Buy	82,463 +3,842	+5%	+$154K	2.31%	9
2019 Q3	$3.23M	Buy	78,621 +1,376	+2%	+$54.9K	2.43%	10
2019 Q2	$2.92M	Buy	77,245 +14,962	+24%	+$547K	2.17%	12
2019 Q1	$2.27M	Buy	62,283 +48,531	+353%	+$1.7M	1.72%	15
2018 Q4	$477K	Buy	+13,752	New	+$459K	0.39%	61

Other funds holding SPTL

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Paulson Wealth Management sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q4 2020, closing a stake of 75,127 shares — an estimated $3.51M sold.

Paulson Wealth Management first reported a position in SPTL in Q4 2018 and held it in 8 quarters. The position peaked at $3.51M in Q3 2020. 226 funds tracked by Wall St. Rank hold SPTL as of Q4 2020.

Paulson Wealth Management reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q4 2020 after selling out during the quarter.
Paulson Wealth Management sold 75,127 State Street SPDR Portfolio Long Term Treasury ETF shares in Q4 2020, an estimated $3.51M.
Paulson Wealth Management first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2018 and held it in 8 quarters.
Paulson Wealth Management's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $3.51M in Q3 2020.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q4 2020.

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