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 Q3	$4.44M	Sell	49,467 -22	-0%	-$1.97K	1.85%	14
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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Catalyst Private Wealth's SPYM Position: Q3 2026 in Review

Catalyst Private Wealth reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.04% in Q3 2026, selling an estimated $1.97K and leaving 49,467 shares worth $4.44M. The position accounts for 1.85% of the portfolio, ranked #14.

Catalyst Private Wealth first reported a position in SPYM in Q3 2020 and has held it in 25 quarters since. 845 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Catalyst Private Wealth held 49,467 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.44M as of Q3 2026.
Catalyst Private Wealth sold 22 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $1.97K.
State Street SPDR Portfolio S&P 500 ETF made up 1.85% of Catalyst Private Wealth's portfolio in Q3 2026, its #14 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 25 quarters since.
845 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.