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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$842K	Buy	9,579 +3,856	+67%	+$329K	0.08%	146
2026 Q1	$438K	Buy	5,723 +1,081	+23%	+$86.5K	0.05%	225
2025 Q4	$372K	Sell	4,642 -83	-2%	-$6.6K	0.04%	217
2025 Q3	$370K	Buy	4,725 +171	+4%	+$12.9K	0.04%	210
2025 Q2	$331K	Sell	4,554 -2,914	-39%	-$196K	0.04%	218
2025 Q1	$491K	Sell	7,468 -1,165	-13%	-$80.6K	0.09%	152
2024 Q4	$595K	Sell	8,633 -464	-5%	-$32.2K	0.11%	120
2024 Q3	$614K	Buy	+9,097	New	+$592K	0.12%	115

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Catalyst Financial Partners's SPYM Position: Q2 2026 in Review

Catalyst Financial Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 67% in Q2 2026, buying an estimated $329K and bringing the position to 9,579 shares worth $842K. The position accounts for 0.08% of the portfolio, ranked #146.

Catalyst Financial Partners first reported a position in SPYM in Q3 2024 and has held it in 8 quarters since. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Catalyst Financial Partners held 9,579 shares of State Street SPDR Portfolio S&P 500 ETF worth $842K as of Q2 2026.
Catalyst Financial Partners bought 3,856 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $329K.
State Street SPDR Portfolio S&P 500 ETF made up 0.08% of Catalyst Financial Partners's portfolio in Q2 2026, its #146 holding.
Catalyst Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.