Catalyst Wealth Management’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$1.07M Buy
9,155
+771
+9% +$89.7K 1% 42
2022
Q4
$923K Buy
+8,384
New +$885K 0.87% 43

Other funds holding XAR

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

Catalyst Wealth Management increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 9.2% in Q1 2023, buying an estimated $89.7K and bringing the position to 9,155 shares worth $1.07M. The position accounts for 1% of the portfolio, ranked #42.

Catalyst Wealth Management first reported a position in XAR in Q4 2022 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold XAR as of Q1 2023.

  • Catalyst Wealth Management held 9,155 shares of State Street SPDR S&P Aerospace & Defense ETF worth $1.07M as of Q1 2023.
  • Catalyst Wealth Management bought 771 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2023, an estimated $89.7K.
  • State Street SPDR S&P Aerospace & Defense ETF made up 1% of Catalyst Wealth Management's portfolio in Q1 2023, its #42 holding.
  • Catalyst Wealth Management first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q4 2022 and has held it in 2 quarters since.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2023.

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