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Spdr Ser Tr spdr russel 2000 shares owned by Paulson Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Paulson Wealth Management from 13F filings

Historical chart of Paulson Wealth Management investment in Spdr Ser Tr spdr russel 2000

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All positions including Spdr Ser Tr spdr russel 2000 held by Paulson Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Paulson Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.8M 105k 45.51
2024-06-30 $4.5M 109k 41.53
2024-03-31 $5.3M 123k 43.04
2023-09-30 $3.4M 92k 36.90
2023-06-30 $2.9M 76k 38.84
2019-09-30 $209k 7.0k 30.05

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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Muni Income Opp (MINO)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for Paulson Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Bank of America Corporation
Charles Schwab Investment Management
ValMark Advisers
CWM
Envestnet Asset Management
Richard Bernstein Advisors
Creative Planning
Morgan Stanley
Crestwood Advisors
CliftonLarsonAllen Wealth Advisors
Pnc Financial Services
Congress Wealth Management LLC / DE /
Private Advisor

View all funds holding Spdr Ser Tr spdr russel 2000