Paulson Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,193	Closed	-$334K	–	102
2019 Q4	$334K	Sell	3,193 -504	-14%	-$48.5K	0.24%	75
2019 Q3	$333K	Sell	3,697 -997	-21%	-$91K	0.25%	73
2019 Q2	$433K	Sell	4,694 -2,762	-37%	-$248K	0.32%	56
2019 Q1	$684K	Sell	7,456 -1,888	-20%	-$170K	0.52%	42
2018 Q4	$836K	Sell	9,344 -3,571	-28%	-$323K	0.69%	32
2018 Q3	$1.17M	Sell	12,915 -513	-4%	-$46.3K	1.05%	23
2018 Q2	$1.12M	Sell	13,428 -770	-5%	-$63.8K	1.11%	22
2018 Q1	$1.16M	Sell	14,198 -1,111	-7%	-$94.6K	1.15%	23
2017 Q4	$1.27M	Buy	+15,309	New	+$1.26M	1.11%	22

Other funds holding XLV

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Paulson Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2020, closing a stake of 3,193 shares — an estimated $334K sold.

Paulson Wealth Management first reported a position in XLV in Q4 2017 and held it in 9 quarters. The position peaked at $1.27M in Q4 2017. 1,006 funds tracked by Wall St. Rank hold XLV as of Q1 2020.

Paulson Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2020 after selling out during the quarter.
Paulson Wealth Management sold 3,193 State Street Health Care Select Sector SPDR ETF shares in Q1 2020, an estimated $334K.
Paulson Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 9 quarters.
Paulson Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $1.27M in Q4 2017.
1,006 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2020.

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