Paulson Wealth Management Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Paulson Wealth Management Inc.

$364 Million
Q4 2024

A detailed history of Paulson Wealth Management Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Paulson Wealth Management Inc. holds 7,624 shares of SPTM stock, worth $513,400. This represents 0.15% of its overall portfolio holdings.

Number of Shares

7,624

Previous 7,628 0.05%

Holding current value

$513,400

Previous $534,000 1.87%

% of portfolio

0.15%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$69.3 - $74.3 $277 - $297	-4 Reduced 0.05%	7,624 $544,000
Q2 2024 Jul 25, 2024	BUY	$60.69 - $66.83 $33,197 - $36,556	547 Added 7.72%	7,628 $506,000
Q1 2024 May 03, 2024	SELL	$57.38 - $64.15 $53,822 - $60,172	-938 Reduced 11.7%	7,081 $454,000
Q4 2023 Feb 13, 2024	BUY	$50.31 - $58.65 $109,977 - $128,208	2,186 Added 37.48%	8,019 $468,000
Q3 2023 Nov 01, 2023	BUY	$52.22 - $56.31 $5,222 - $5,631	100 Added 1.74%	5,833 $306,000
Q4 2022 Jan 26, 2023	BUY	$44.09 - $50.41 $46,382 - $53,031	1,052 Added 22.47%	5,733 $0
Q3 2022 Nov 02, 2022	SELL	$44.11 - $53.04 $2,514 - $3,023	-57 Reduced 1.2%	4,681 $206,000
Q2 2022 Aug 05, 2022	BUY	$45.19 - $56.15 $27,114 - $33,690	600 Added 14.5%	4,738 $220,000
Q1 2022 May 02, 2022	BUY	$51.36 - $58.82 $212,527 - $243,397	4,138 New	4,138 $230,000
Q2 2020 Jul 17, 2020	SELL	$29.99 - $39.74 $215,987 - $286,207	-7,202 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$27.12 - $41.81 $62,592 - $96,497	-2,308 Reduced 24.27%	7,202 $243,000
Q4 2019 Jan 21, 2020	SELL	$35.63 - $39.97 $95,880 - $107,559	-2,691 Reduced 22.06%	9,510 $391,000
Q3 2019 Oct 30, 2019	BUY	$36.53 - $37.33 $4,274 - $4,367	117 Added 0.97%	12,201 $448,000
Q2 2019 Jul 30, 2019	SELL	N/A	-3,275 Reduced 21.32%	12,084 $450,000
Q1 2019 Apr 24, 2019	BUY	N/A	1,131 Added 7.95%	15,359 $540,000
Q4 2018 Jan 23, 2019	BUY	N/A	8,286 Added 139.45%	14,228 $465,000
Q3 2018 Oct 26, 2018	BUY	N/A	5,942 New	5,942 $201,000

Others Institutions Holding SPTM

# of Institutions

687

Shares Held

89.7M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

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Paulson Wealth Management Inc. Spdr Portfolio S&P 1500 Compos Transaction History