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Catalyst Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Catalyst Wealth Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$600K Sell
18,686
-1,398
-7% -$44.1K 0.56% 69
2022
Q4 		$596K Buy
+20,084
New +$576K 0.56% 64

Other funds holding SPDW

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Catalyst Wealth Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 7% in Q1 2023, selling an estimated $44.1K and leaving 18,686 shares worth $600K. The position accounts for 0.56% of the portfolio, ranked #69.

Catalyst Wealth Management first reported a position in SPDW in Q4 2022 and has held it in 2 quarters since. 710 funds tracked by Wall St. Rank hold SPDW as of Q1 2023.

  • Catalyst Wealth Management held 18,686 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $600K as of Q1 2023.
  • Catalyst Wealth Management sold 1,398 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2023, an estimated $44.1K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.56% of Catalyst Wealth Management's portfolio in Q1 2023, its #69 holding.
  • Catalyst Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 2 quarters since.
  • 710 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2023.

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