Paulson Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Buy	14,396 +5	+0%	+$413	0.27%	42
2025 Q4	$1.19M	Sell	14,391 -771	-5%	-$63K	0.27%	39
2025 Q3	$1.22M	Sell	15,162 -44	-0.3%	-$3.42K	0.29%	42
2025 Q2	$1.14M	Buy	15,206 +3,357	+28%	+$233K	0.29%	38
2025 Q1	$806K	Buy	11,849 +4,225	+55%	+$302K	0.23%	47
2024 Q4	$545K	Sell	7,624 -4	-0.1%	-$288	0.15%	67
2024 Q3	$534K	Hold	7,628	–	–	0.14%	73
2024 Q2	$506K	Buy	7,628 +547	+8%	+$35K	0.15%	74
2024 Q1	$454K	Sell	7,081 -938	-12%	-$57.2K	0.13%	84
2023 Q4	$469K	Buy	8,019 +2,186	+37%	+$119K	0.15%	75
2023 Q3	$306K	Buy	5,833 +100	+2%	+$5.46K	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%	+$50K	0.13%	74
2022 Q3	$206K	Sell	4,681 -57	-1%	-$2.79K	0.11%	75
2022 Q2	$220K	Buy	4,738 +600	+14%	+$30.3K	0.12%	67
2022 Q1	$230K	Buy	+4,138	New	+$227K	0.1%	75
2020 Q2	–	Sell	-7,202	Closed	-$243K	–	89
2020 Q1	$243K	Sell	7,202 -2,308	-24%	-$86.8K	0.19%	73
2019 Q4	$391K	Sell	9,510 -2,691	-22%	-$103K	0.28%	69
2019 Q3	$448K	Buy	12,201 +117	+1%	+$4.29K	0.34%	55
2019 Q2	$450K	Sell	12,084 -3,275	-21%	-$117K	0.34%	52
2019 Q1	$540K	Buy	15,359 +1,131	+8%	+$38.3K	0.41%	50
2018 Q4	$465K	Buy	14,228 +8,286	+139%	+$277K	0.38%	62
2018 Q3	$201K	Buy	+5,942	New	+$211K	0.18%	120

Other funds holding SPTM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Paulson Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.03% in Q1 2026, buying an estimated $413 and bringing the position to 14,396 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #42.

Paulson Wealth Management first reported a position in SPTM in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.22M in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Paulson Wealth Management held 14,396 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.14M as of Q1 2026.
Paulson Wealth Management bought 5 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $413.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of Paulson Wealth Management's portfolio in Q1 2026, its #42 holding.
Paulson Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 24 quarters since.
Paulson Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.22M in Q3 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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