Paulson Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,902	Closed	-$252K	–	112
2019 Q2	$252K	Sell	8,902 -12,100	-58%	-$328K	0.19%	90
2019 Q1	$540K	Sell	21,002 -6,611	-24%	-$171K	0.41%	51
2018 Q4	$710K	Sell	27,613 -11,762	-30%	-$306K	0.59%	41
2018 Q3	$1.02M	Sell	39,375 -1,867	-5%	-$52.2K	0.91%	26
2018 Q2	$1.1M	Sell	41,242 -2,296	-5%	-$63.3K	1.08%	23
2018 Q1	$1.2M	Sell	43,538 -3,501	-7%	-$101K	1.19%	20
2017 Q4	$1.31M	Buy	+47,039	New	+$1.27M	1.15%	20

Other funds holding XLF

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

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

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paulson Wealth Management's XLF Position: Q3 2019 in Review

Paulson Wealth Management sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q3 2019, closing a stake of 8,902 shares — an estimated $252K sold.

Paulson Wealth Management first reported a position in XLF in Q4 2017 and held it in 7 quarters. The position peaked at $1.31M in Q4 2017. 987 funds tracked by Wall St. Rank hold XLF as of Q3 2019.

Paulson Wealth Management reported no remaining State Street Financial Select Sector SPDR ETF position as of Q3 2019 after selling out during the quarter.
Paulson Wealth Management sold 8,902 State Street Financial Select Sector SPDR ETF shares in Q3 2019, an estimated $252K.
Paulson Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2017 and held it in 7 quarters.
Paulson Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.31M in Q4 2017.
987 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q3 2019.

Based on Paulson Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.