Paulson Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,000	Closed	-$2K	–	462
2017 Q4	$2K	Buy	+5,000	New	+$1.3M	﹤0.01%	559

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.