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 Q3	$264K	Hold	5,821	–	–	0.02%	355
2026 Q2	$278K	Hold	5,821	–	–	0.03%	330
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 $468B AUM 17.69% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Curran Financial Partners Daniel Island, South Carolina $615M AUM 8.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Catalyst Financial Partners's SPYD Position: Q3 2026 in Review

Catalyst Financial Partners held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q3 2026 at 5,821 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #355.

Catalyst Financial Partners first reported a position in SPYD in Q1 2025 and has held it in 7 quarters since. The position peaked at $278K in Q2 2026. 289 funds tracked by Wall St. Rank hold SPYD as of Q3 2026.

Catalyst Financial Partners held 5,821 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $264K as of Q3 2026.
Catalyst Financial Partners left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Catalyst Financial Partners's portfolio in Q3 2026, its #355 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 7 quarters since.
Catalyst Financial Partners's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $278K in Q2 2026.
289 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2026.

Based on Catalyst Financial Partners's 13F filing for Q3 2026, filed 6 Nov 2026.