Paulson Wealth Management Inc. Spdr Portfolio S&P 600 Small C Transaction History
Paulson Wealth Management Inc.
- $409 Million
- Q3 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 121,445 shares of SPSM stock, worth $5.53 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
121,445
Previous 106,962
13.54%
Holding current value
$5.53 Million
Previous $4.56 Million
23.46%
% of portfolio
1.38%
Previous 1.22%
Shares
12 transactions
Others Institutions Holding SPSM
# of Institutions
1,007Shares Held
206MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio