Catalyst Financial Partners’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$331K Sell
4,554
-2,914
-39% -$212K 0.04% 218
2025
Q1
$491K Sell
7,468
-1,165
-13% -$76.6K 0.09% 152
2024
Q4
$595K Sell
8,633
-464
-5% -$32K 0.11% 120
2024
Q3
$614K Buy
+9,097
New +$614K 0.12% 115