Catalyst Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
VMPIC
Catalyst Wealth Management's XLF Position: Q1 2023 in Review
Catalyst Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.3% in Q1 2023, selling an estimated $141K and leaving 44,482 shares worth $1.43M. The position accounts for 1.34% of the portfolio, ranked #25.
Catalyst Wealth Management first reported a position in XLF in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.66M in Q4 2022. 1,361 funds tracked by Wall St. Rank hold XLF as of Q1 2023.
- Catalyst Wealth Management held 44,482 shares of State Street Financial Select Sector SPDR ETF worth $1.43M as of Q1 2023.
- Catalyst Wealth Management sold 4,051 State Street Financial Select Sector SPDR ETF shares in Q1 2023, an estimated $141K.
- State Street Financial Select Sector SPDR ETF made up 1.34% of Catalyst Wealth Management's portfolio in Q1 2023, its #25 holding.
- Catalyst Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2022 and has held it in 2 quarters since.
- Catalyst Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $1.66M in Q4 2022.
- 1,361 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2023.
Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.