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Catalyst Wealth Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Catalyst Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$276K Sell
7,308
-535
-7% -$20.9K 0.26% 101
2022
Q4 		$290K Buy
+7,843
New +$294K 0.27% 101

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

Catalyst Wealth Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 6.8% in Q1 2023, selling an estimated $20.9K and leaving 7,308 shares worth $276K. The position accounts for 0.26% of the portfolio, ranked #101.

Catalyst Wealth Management first reported a position in SPSM in Q4 2022 and has held it in 2 quarters since. The position peaked at $290K in Q4 2022. 477 funds tracked by Wall St. Rank hold SPSM as of Q1 2023.

  • Catalyst Wealth Management held 7,308 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $276K as of Q1 2023.
  • Catalyst Wealth Management sold 535 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2023, an estimated $20.9K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.26% of Catalyst Wealth Management's portfolio in Q1 2023, its #101 holding.
  • Catalyst Wealth Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $290K in Q4 2022.
  • 477 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2023.

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