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Catalyst Wealth Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Catalyst Wealth Management’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$576K Sell
10,400
-269
-3% -$14.2K 0.54% 71
2022
Q4 		$541K Buy
+10,669
New +$555K 0.51% 71

Other funds holding SPYG

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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Catalyst Wealth Management reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.5% in Q1 2023, selling an estimated $14.2K and leaving 10,400 shares worth $576K. The position accounts for 0.54% of the portfolio, ranked #71.

Catalyst Wealth Management first reported a position in SPYG in Q4 2022 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold SPYG as of Q1 2023.

  • Catalyst Wealth Management held 10,400 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $576K as of Q1 2023.
  • Catalyst Wealth Management sold 269 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2023, an estimated $14.2K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.54% of Catalyst Wealth Management's portfolio in Q1 2023, its #71 holding.
  • Catalyst Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2023.

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