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

Catalyst Private Wealth’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	$4.35M	Hold	49,489	–	–	2.1%	13
2026 Q1	$3.79M	Hold	49,489	–	–	2.05%	13
2025 Q4	$3.97M	Hold	49,489	–	–	1.73%	13
2025 Q3	$3.88M	Hold	49,489	–	–	1.7%	14
2025 Q2	$3.6M	Buy	49,489 +120	+0.2%	+$8.07K	1.6%	13
2025 Q1	$3.25M	Hold	49,369	–	–	1.58%	15
2024 Q4	$3.4M	Hold	49,369	–	–	1.52%	17
2024 Q3	$3.33M	Hold	49,369	–	–	1.63%	18
2024 Q2	$3.16M	Sell	49,369 -2	-0%	-$123	1.67%	15
2024 Q1	$3.04M	Sell	49,371 -106	-0.2%	-$6.21K	1.59%	17
2023 Q4	$2.77M	Sell	49,477 -2,606	-5%	-$137K	1.3%	17
2023 Q3	$2.62M	Sell	52,083 -192	-0.4%	-$10K	1.55%	18
2023 Q2	$2.72M	Sell	52,275 -164	-0.3%	-$8.09K	1.71%	17
2023 Q1	$2.52M	Sell	52,439 -430	-0.8%	-$20.2K	1.75%	16
2022 Q4	$2.38M	Sell	52,869 -7,151	-12%	-$323K	1.93%	13
2022 Q3	$2.52M	Sell	60,020 -121	-0.2%	-$5.65K	1.9%	9
2022 Q2	$2.67M	Sell	60,141 -514	-0.8%	-$24.8K	1.89%	11
2022 Q1	$3.22M	Sell	60,655 -1,966	-3%	-$103K	1.61%	12
2021 Q4	$3.5M	Sell	62,621 -799	-1%	-$43.1K	1.51%	8
2021 Q3	$3.2M	Sell	63,420 -518	-0.8%	-$26.9K	1.37%	8
2021 Q2	$3.22M	Sell	63,938 -3,807	-6%	-$187K	1.78%	7
2021 Q1	$3.16M	Hold	67,745	–	–	2.22%	5
2020 Q4	$2.98M	Hold	67,745	–	–	2.61%	4
2020 Q3	$2.67M	Buy	+67,745	New	+$2.64M	2.59%	4

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Catalyst Private Wealth's SPYM Position: Q2 2026 in Review

Catalyst Private Wealth held its State Street SPDR Portfolio S&P 500 ETF (SPYM) position steady in Q2 2026 at 49,489 shares worth $4.35M. The position accounts for 2.1% of the portfolio, ranked #13.

Catalyst Private Wealth first reported a position in SPYM in Q3 2020 and has held it in 24 quarters since. 890 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Catalyst Private Wealth held 49,489 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.35M as of Q2 2026.
Catalyst Private Wealth left its State Street SPDR Portfolio S&P 500 ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 500 ETF made up 2.1% of Catalyst Private Wealth's portfolio in Q2 2026, its #13 holding.
Catalyst Private Wealth first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
890 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.