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CATALYST PRIVATE WEALTH, LLC → SPY

CATALYST PRIVATE WEALTH, LLC SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
4
Latest value
$5.4M
Q3 2026
Peak value
$5.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5M
Q1 2026$4.7M
Q2 2026$5.3M
Q3 2026$5.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.4M7.1K——
Q2 2026$5.3M7.1K——
Q1 2026$4.7M7.2K——
Q4 2025$5M7.3K——

Other funds holding SPY

Other CATALYST PRIVATE WEALTH, LLC positions

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$28.2M
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$24M