Catalyst Financial Partners’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$265K	Hold	5,821	–	–	0.03%	311
2025 Q4	$252K	Hold	5,821	–	–	0.03%	271
2025 Q3	$256K	Hold	5,821	–	–	0.03%	261
2025 Q2	$247K	Buy	5,821 +1,181	+25%	+$49.6K	0.03%	261
2025 Q1	$205K	Buy	+4,640	New	+$204K	0.04%	276

Other funds holding SPYD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Catalyst Financial Partners held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q1 2026 at 5,821 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #311.

Catalyst Financial Partners first reported a position in SPYD in Q1 2025 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Catalyst Financial Partners held 5,821 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $265K as of Q1 2026.
Catalyst Financial Partners left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #311 holding.
Catalyst Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2025 and has held it in 5 quarters since.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

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