Catalyst Financial Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Catalyst Financial Partners’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3M	Sell	20,422 -6,655	-25%	-$4.52M	1.57%	13
2025 Q4	$18.5M	Buy	27,077 +105	+0.4%	+$71K	2.06%	11
2025 Q3	$18M	Buy	26,972 +118	+0.4%	+$75.6K	2.17%	11
2025 Q2	$16.6M	Buy	26,854 +4,464	+20%	+$2.55M	1.81%	11
2025 Q1	$12.5M	Buy	22,390 +2,932	+15%	+$1.72M	2.31%	10
2024 Q4	$11.4M	Buy	19,458 +458	+2%	+$270K	2.14%	9
2024 Q3	$10.9M	Buy	19,000 +1,390	+8%	+$769K	2.13%	10
2024 Q2	$9.58M	Buy	17,610 +335	+2%	+$175K	2.11%	10
2024 Q1	$8.65M	Buy	17,275 +4,047	+31%	+$2.01M	2.22%	11
2023 Q4	$6.29M	Buy	13,228 +1,444	+12%	+$643K	1.78%	11
2023 Q3	$5.04M	Buy	11,784 +80	+0.7%	+$35.6K	1.63%	14
2023 Q2	$5.19M	Sell	11,704 -399	-3%	-$167K	1.85%	14
2023 Q1	$4.95M	Buy	12,103 +997	+9%	+$398K	2.12%	12
2022 Q4	$4.25M	Buy	+11,106	New	+$4.27M	2.18%	13

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Catalyst Financial Partners's SPY Position: Q1 2026 in Review

Catalyst Financial Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 25% in Q1 2026, selling an estimated $4.52M and leaving 20,422 shares worth $13.3M. The position accounts for 1.57% of the portfolio, ranked #13.

Catalyst Financial Partners first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.5M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Catalyst Financial Partners held 20,422 shares of State Street SPDR S&P 500 ETF Trust worth $13.3M as of Q1 2026.
Catalyst Financial Partners sold 6,655 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $4.52M.
State Street SPDR S&P 500 ETF Trust made up 1.57% of Catalyst Financial Partners's portfolio in Q1 2026, its #13 holding.
Catalyst Financial Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 14 quarters since.
Catalyst Financial Partners's State Street SPDR S&P 500 ETF Trust position peaked at $18.5M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.