Paulson Wealth Management Inc. Spdr Portfolio S&P 600 Small C Transaction History

Paulson Wealth Management Inc.

$353 Million
Q1 2025

A detailed history of Paulson Wealth Management Inc. transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 101,894 shares of SPSM stock, worth $4.48 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

101,894

Previous 99,422 2.49%

Holding current value

$4.48 Million

Previous $4.47 Million 7.01%

% of portfolio

1.18%

Previous 1.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$40.03 - $46.81 $98,954 - $115,714	2,472 Added 2.49%	101,894 $4.15 Million
Q4 2024 Feb 13, 2025	SELL	$44.33 - $49.55 $249,489 - $278,867	-5,628 Reduced 5.36%	99,422 $4.47 Million
Q3 2024 Nov 05, 2024	SELL	$41.02 - $46.01 $142,175 - $159,470	-3,466 Reduced 3.19%	105,050 $4.78 Million
Q2 2024 Jul 25, 2024	SELL	$39.75 - $43.15 $554,552 - $601,985	-13,951 Reduced 11.39%	108,516 $4.51 Million
Q1 2024 May 03, 2024	BUY	$39.85 - $43.04 $179,245 - $193,593	4,498 Added 3.81%	122,467 $5.27 Million
Q4 2023 Feb 13, 2024	BUY	$34.3 - $42.83 $892,314 - $1.11 Million	26,015 Added 28.29%	117,969 $4.98 Million
Q3 2023 Nov 01, 2023	BUY	$36.35 - $41.02 $582,908 - $657,796	16,036 Added 21.12%	91,954 $3.39 Million
Q2 2023 Aug 01, 2023	BUY	$35.57 - $38.94 $2.7 Million - $2.96 Million	75,918 New	75,918 $2.95 Million
Q4 2019 Jan 21, 2020	SELL	$28.98 - $32.81 $201,555 - $228,193	-6,955 Closed	0 $0
Q3 2019 Oct 30, 2019	BUY	$29.9 - $31.15 $207,954 - $216,648	6,955 New	6,955 $209,000

Others Institutions Holding SPSM

# of Institutions

973

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
Sector ETFs
Industry ETFs

More about SPSM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Account

Paulson Wealth Management Inc. Spdr Portfolio S&P 600 Small C Transaction History