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 $565,929. This represents 0.15% of its overall portfolio holdings.

Number of Shares
7,624
Previous 7,628 0.05%
Holding current value
$565,929
Previous $534,000 1.87%
% of portfolio
0.15%
Previous 0.14%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
672
Shares Held
93.4M
Call Options Held
10.2K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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