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

Catalyst Financial Partners’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,092
Closed -$311K – 314
2025
Q1 		$311K Buy
+6,092
New +$316K 0.06% 211

Other funds holding SPYV

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LPL Financial
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AF
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Catalyst Financial Partners's SPYV Position: Q2 2025 in Review

Catalyst Financial Partners sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 6,092 shares — an estimated $311K sold.

Catalyst Financial Partners first reported a position in SPYV in Q1 2025 and held it in 1 quarter. The position peaked at $311K in Q1 2025. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

  • Catalyst Financial Partners reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Catalyst Financial Partners sold 6,092 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $311K.
  • Catalyst Financial Partners first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2025 and held it in 1 quarter.
  • Catalyst Financial Partners's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $311K in Q1 2025.
  • 1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Catalyst Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.