Paulson Wealth Management Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Paulson Wealth Management Inc.

$338 Million
Q1 2024

A detailed history of Paulson Wealth Management Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 5,909 shares of MDY stock, worth $3.14 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

5,909

Previous 4,679 26.29%

Holding current value

$3.14 Million

Previous $2.37 Million 38.46%

% of portfolio

0.97%

Previous 0.76%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	BUY	$491.35 - $556.4 $604,360 - $684,372	1,230 Added 26.29%	5,909 $3.29 Million
Q4 2023 Feb 13, 2024	BUY	$425.08 - $512.6 $300,956 - $362,920	708 Added 17.83%	4,679 $2.37 Million
Q3 2023 Nov 01, 2023	BUY	$450.89 - $498.33 $192,980 - $213,285	428 Added 12.08%	3,971 $1.81 Million
Q2 2023 Aug 01, 2023	BUY	$439.95 - $478.91 $186,978 - $203,536	425 Added 13.63%	3,543 $1.7 Million
Q1 2023 May 09, 2023	BUY	$433.1 - $497.12 $190,564 - $218,732	440 Added 16.43%	3,118 $1.43 Million

Q4 2022 Jan 26, 2023	BUY	$409.49 - $470.66 $823,893 - $946,967	2,012 Added 302.1%	2,678 $0
Q3 2022 Nov 02, 2022	SELL	$401.58 - $481.07 $1,606 - $1,924	-4 Reduced 0.6%	666 $268,000
Q3 2021 Oct 22, 2021	SELL	$468.36 - $506.04 $5,151 - $5,566	-11 Reduced 1.62%	670 $322,000
Q2 2021 Jul 26, 2021	SELL	$475.11 - $504.81 $8,551 - $9,086	-18 Reduced 2.58%	681 $334,000
Q1 2021 Apr 30, 2021	SELL	$413.34 - $489.29 $57,867 - $68,500	-140 Reduced 16.69%	699 $344,000
Q4 2020 Feb 05, 2021	SELL	$343.51 - $421.75 $290,265 - $356,378	-845 Reduced 50.18%	839 $352,000
Q3 2020 Oct 14, 2020	SELL	$318.46 - $358.67 $14,012 - $15,781	-44 Reduced 2.55%	1,684 $571,000
Q2 2020 Jul 17, 2020	SELL	$243.09 - $355.21 $16,043 - $23,443	-66 Reduced 3.68%	1,728 $561,000
Q1 2020 Apr 29, 2020	BUY	$220.85 - $384.02 $30,477 - $52,994	138 Added 8.33%	1,794 $493,000
Q4 2019 Jan 21, 2020	SELL	$338.73 - $376.09 $66,729 - $74,089	-197 Reduced 10.63%	1,656 $632,000
Q3 2019 Oct 30, 2019	SELL	$334.13 - $362.01 $5,346 - $5,792	-16 Reduced 0.86%	1,853 $653,000
Q2 2019 Jul 30, 2019	SELL	$330.13 - $361.02 $35,654 - $38,990	-108 Reduced 5.46%	1,869 $666,000
Q1 2019 Apr 24, 2019	SELL	$296.63 - $352.26 $65,258 - $77,497	-220 Reduced 10.01%	1,977 $683,000
Q4 2018 Jan 23, 2019	SELL	$284.96 - $364.55 $2.78 Million - $3.56 Million	-9,770 Reduced 81.64%	2,197 $716,000
Q3 2018 Oct 26, 2018	BUY	$355.06 - $373.52 $840,071 - $883,748	2,366 Added 24.64%	11,967 $4.02 Million
Q2 2018 Aug 01, 2018	SELL	$333.64 - $365.14 $134,456 - $147,151	-403 Reduced 4.03%	9,601 $3.41 Million
Q1 2018 May 02, 2018	SELL	$327.4 - $362.51 $315,941 - $349,822	-965 Reduced 8.8%	10,004 $3.42 Million
Q4 2017 Mar 01, 2018	BUY	$329.2 - $347.26 $3.61 Million - $3.81 Million	10,969	10,969 $3.79 Million

Others Institutions Holding MDY

# of Institutions

1,375

Shares Held

26.6M

Call Options Held

222K

Put Options Held

327K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

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Paulson Wealth Management Inc. Spdr S&P Midcap 400 ETF Trust Transaction History