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

Paulson Wealth Management Inc.

$364 Million
Q4 2024

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 99,422 shares of SPSM stock, worth $4.04 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

99,422

Previous 105,050 5.36%

Holding current value

$4.04 Million

Previous $4.78 Million 6.57%

% of portfolio

1.23%

Previous 1.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

979

Shares Held

216M

Call Options Held

94.2K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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