CWM
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Catalyst Wealth Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Catalyst Wealth Management’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,707
Closed -$244K – 127
2022
Q4 		$244K Buy
+9,707
New +$243K 0.23% 111

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return

Catalyst Wealth Management's SPAB Position: Q1 2023 in Review

Catalyst Wealth Management sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q1 2023, closing a stake of 9,707 shares — an estimated $244K sold.

Catalyst Wealth Management first reported a position in SPAB in Q4 2022 and held it in 1 quarter. The position peaked at $244K in Q4 2022. 415 funds tracked by Wall St. Rank hold SPAB as of Q1 2023.

  • Catalyst Wealth Management reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Catalyst Wealth Management sold 9,707 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2023, an estimated $244K.
  • Catalyst Wealth Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2022 and held it in 1 quarter.
  • Catalyst Wealth Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $244K in Q4 2022.
  • 415 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.