Paulson Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.9M | Sell |
18,261
-5
| -0% | -$3.4K | 2.78% | 9 |
|
|
2025
Q4 | $12.5M | Sell |
18,266
-1,071
| -6% | -$724K | 2.88% | 9 |
|
|
2025
Q3 | $12.9M | Buy |
19,337
+21
| +0.1% | +$13.5K | 3.05% | 8 |
|
|
2025
Q2 | $11.9M | Sell |
19,316
-581
| -3% | -$332K | 3.09% | 7 |
|
|
2025
Q1 | $11.1M | Buy |
19,897
+93
| +0.5% | +$54.7K | 3.13% | 7 |
|
|
2024
Q4 | $11.6M | Sell |
19,804
-840
| -4% | -$495K | 3.17% | 7 |
|
|
2024
Q3 | $11.8M | Buy |
20,644
+1,130
| +6% | +$625K | 3.17% | 7 |
|
|
2024
Q2 | $10.6M | Sell |
19,514
-1,869
| -9% | -$978K | 3.1% | 7 |
|
|
2024
Q1 | $11.2M | Buy |
21,383
+2,067
| +11% | +$1.03M | 3.29% | 7 |
|
|
2023
Q4 | $9.18M | Sell |
19,316
-273
| -1% | -$122K | 2.94% | 8 |
|
|
2023
Q3 | $8.37M | Sell |
19,589
-9
| -0% | -$4K | 2.93% | 9 |
|
|
2023
Q2 | $8.69M | Buy |
19,598
+2,258
| +13% | +$948K | 2.97% | 8 |
|
|
2023
Q1 | $7.1M | Buy |
17,340
+459
| +3% | +$183K | 3.16% | 9 |
|
|
2022
Q4 | $6.46M | Buy |
16,881
+8,044
| +91% | +$3.09M | 3.15% | 10 |
|
|
2022
Q3 | $3.16M | Buy |
8,837
+1,665
| +23% | +$661K | 1.7% | 10 |
|
|
2022
Q2 | $2.71M | Buy |
7,172
+115
| +2% | +$47.1K | 1.43% | 13 |
|
|
2022
Q1 | $3.19M | Buy |
7,057
+488
| +7% | +$217K | 1.45% | 12 |
|
|
2021
Q4 | $3.12M | Buy |
6,569
+1,119
| +21% | +$514K | 1.39% | 14 |
|
|
2021
Q3 | $2.34M | Sell |
5,450
-28
| -0.5% | -$12.4K | 1.11% | 16 |
|
|
2021
Q2 | $2.35M | Sell |
5,478
-10
| -0.2% | -$4.17K | 1.13% | 16 |
|
|
2021
Q1 | $2.28M | Sell |
5,488
-358
| -6% | -$138K | 1.13% | 16 |
|
|
2020
Q4 | $2.19M | Buy |
5,846
+1,093
| +23% | +$388K | 1.27% | 14 |
|
|
2020
Q3 | $1.59M | Sell |
4,753
-616
| -11% | -$204K | 1.03% | 19 |
|
|
2020
Q2 | $1.66M | Sell |
5,369
-232
| -4% | -$67.9K | 1.16% | 16 |
|
|
2020
Q1 | $1.56M | Sell |
5,601
-487
| -8% | -$149K | 1.19% | 16 |
|
|
2019
Q4 | $2.02M | Sell |
6,088
-1,302
| -18% | -$401K | 1.43% | 16 |
|
|
2019
Q3 | $2.19M | Sell |
7,390
-32
| -0.4% | -$9.46K | 1.65% | 14 |
|
|
2019
Q2 | $2.23M | Sell |
7,422
-1,372
| -16% | -$395K | 1.66% | 14 |
|
|
2019
Q1 | $2.48M | Sell |
8,794
-1,270
| -13% | -$345K | 1.88% | 12 |
|
|
2018
Q4 | $2.65M | Sell |
10,064
-15,558
| -61% | -$4.2M | 2.18% | 9 |
|
|
2018
Q3 | $7.01M | Buy |
25,622
+3,353
| +15% | +$955K | 6.29% | 3 |
|
|
2018
Q2 | $6.04M | Sell |
22,269
-1,049
| -4% | -$283K | 5.97% | 3 |
|
|
2018
Q1 | $6.14M | Sell |
23,318
-1,946
| -8% | -$531K | 6.11% | 3 |
|
|
2017
Q4 | $6.74M | Buy |
+25,264
| New | +$6.57M | 5.92% | 2 |
|
Other funds holding SPY
Paulson Wealth Management's SPY Position: Q1 2026 in Review
Paulson Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.03% in Q1 2026, selling an estimated $3.4K and leaving 18,261 shares worth $11.9M. The position accounts for 2.78% of the portfolio, ranked #9.
Paulson Wealth Management first reported a position in SPY in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.9M in Q3 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Paulson Wealth Management held 18,261 shares of State Street SPDR S&P 500 ETF Trust worth $11.9M as of Q1 2026.
- Paulson Wealth Management sold 5 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $3.4K.
- State Street SPDR S&P 500 ETF Trust made up 2.78% of Paulson Wealth Management's portfolio in Q1 2026, its #9 holding.
- Paulson Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 34 quarters since.
- Paulson Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $12.9M in Q3 2025.
- 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.