PWM
Paulson Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
15,206
+3,357
| +28% | +$251K | 0.29% | 38 |
|
|
2025
Q1 | $806K | Buy |
11,849
+4,225
| +55% | +$287K | 0.23% | 47 |
|
|
2024
Q4 | $545K | Sell |
7,624
-4
| -0.1% | -$286 | 0.15% | 67 |
|
|
2024
Q3 | $534K | Hold |
7,628
| – | – | 0.14% | 73 |
|
|
2024
Q2 | $506K | Buy |
7,628
+547
| +8% | +$36.3K | 0.15% | 74 |
|
|
2024
Q1 | $454K | Sell |
7,081
-938
| -12% | -$60.2K | 0.13% | 84 |
|
|
2023
Q4 | $469K | Buy |
8,019
+2,186
| +37% | +$128K | 0.15% | 75 |
|
|
2023
Q3 | $306K | Buy |
5,833
+100
| +2% | +$5.25K | 0.11% | 100 |
|
|
2023
Q2 | $312K | Hold |
5,733
| – | – | 0.11% | 96 |
|
|
2023
Q1 | $289K | Hold |
5,733
| – | – | 0.13% | 69 |
|
|
2022
Q4 | $271K | Buy |
5,733
+1,052
| +22% | +$49.7K | 0.13% | 74 |
|
|
2022
Q3 | $206K | Sell |
4,681
-57
| -1% | -$2.51K | 0.11% | 75 |
|
|
2022
Q2 | $220K | Buy |
4,738
+600
| +14% | +$27.9K | 0.12% | 67 |
|
|
2022
Q1 | $230K | Buy |
+4,138
| New | +$230K | 0.1% | 75 |
|
|
2020
Q2 | – | Sell |
-7,202
| Closed | -$243K | – | 88 |
|
|
2020
Q1 | $243K | Sell |
7,202
-2,308
| -24% | -$77.9K | 0.19% | 73 |
|
|
2019
Q4 | $391K | Sell |
9,510
-2,691
| -22% | -$111K | 0.28% | 69 |
|
|
2019
Q3 | $448K | Buy |
12,201
+117
| +1% | +$4.3K | 0.34% | 55 |
|
|
2019
Q2 | $450K | Sell |
12,084
-3,275
| -21% | -$122K | 0.34% | 52 |
|
|
2019
Q1 | $540K | Buy |
15,359
+1,131
| +8% | +$39.8K | 0.41% | 50 |
|
|
2018
Q4 | $465K | Buy |
14,228
+8,286
| +139% | +$271K | 0.38% | 62 |
|
|
2018
Q3 | $201K | Buy |
+5,942
| New | +$201K | 0.18% | 120 |
|