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Spartan Wealth Advisory Services LLC’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Spartan Wealth Advisory Services LLC’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$418K Sell
4,724
-156
-3% -$13.5K 0.03% 232
2026
Q1 		$381K Buy
+4,880
New +$399K 0.03% 237

Other funds holding CATH

FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's CATH Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Global X S&P 500 Catholic Values ETF (CATH) stake by 3.2% in Q2 2026, selling an estimated $13.5K and leaving 4,724 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #232.

Spartan Wealth Advisory Services LLC first reported a position in CATH in Q1 2026 and has held it in 2 quarters since. 204 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 4,724 shares of Global X S&P 500 Catholic Values ETF worth $418K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 156 Global X S&P 500 Catholic Values ETF shares in Q2 2026, an estimated $13.5K.
  • Global X S&P 500 Catholic Values ETF made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #232 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Global X S&P 500 Catholic Values ETF in Q1 2026 and has held it in 2 quarters since.
  • 204 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.