Paulson Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-9,630	Closed	-$341K	–	94
2019 Q4	$341K	Sell	9,630 -204	-2%	-$6.82K	0.24%	74
2019 Q3	$314K	Buy	9,834 +91	+0.9%	+$2.87K	0.24%	78
2019 Q2	$311K	Sell	9,743 -5,293	-35%	-$163K	0.23%	81
2019 Q1	$455K	Sell	15,036 -33,564	-69%	-$989K	0.35%	61
2018 Q4	$1.39M	Sell	48,600 -541	-1%	-$15.9K	1.15%	18
2018 Q3	$1.46M	Buy	49,141 +439	+0.9%	+$13.5K	1.31%	15
2018 Q2	$1.44M	Sell	48,702 -305	-0.6%	-$9.08K	1.43%	17
2018 Q1	$1.44M	Sell	49,007 -51	-0.1%	-$1.57K	1.43%	18
2017 Q4	$1.5M	Buy	+49,058	New	+$1.47M	1.32%	18

Other funds holding SPYV

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Paulson Wealth Management's SPYV Position: Q1 2020 in Review

Paulson Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q1 2020, closing a stake of 9,630 shares — an estimated $341K sold.

Paulson Wealth Management first reported a position in SPYV in Q4 2017 and held it in 9 quarters. The position peaked at $1.5M in Q4 2017. 330 funds tracked by Wall St. Rank hold SPYV as of Q1 2020.

Paulson Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q1 2020 after selling out during the quarter.
Paulson Wealth Management sold 9,630 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2020, an estimated $341K.
Paulson Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2017 and held it in 9 quarters.
Paulson Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $1.5M in Q4 2017.
330 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2020.

Based on Paulson Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.