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Catalyst Financial Partners LLC

SEC CIK
0001927537
Latest filing
Jul 29, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Catalyst Financial Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
20,371
Value
$15.2M
% of portfolio
1.5%
Quarters held
15
Since Q4 2022
Holdings of SPY by Catalyst Financial Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,371$15.2M1.5%−51−0.2%ReducedHolders
Q1 202620,422$13.3M1.6%−6,655−24.6%ReducedHolders
Q4 202527,077$18.5M2.1%+105+0.4%AddedHolders
Q3 202526,972$18.0M2.2%+118+0.4%AddedHolders
Q2 202526,854$16.6M1.8%+4,464+19.9%AddedHolders
Q1 202522,390$12.5M2.3%+2,932+15.1%AddedHolders
Q4 202419,458$11.4M2.1%+458+2.4%AddedHolders
Q3 202419,000$10.9M2.1%+1,390+7.9%AddedHolders
Q2 202417,610$9.58M2.1%+335+1.9%AddedHolders
Q1 202417,275$8.65M2.2%+4,047+30.6%AddedHolders
Q4 202313,228$6.29M1.8%+1,444+12.3%AddedHolders
Q3 202311,784$5.04M1.6%+80+0.7%AddedHolders
Q2 202311,704$5.19M1.8%−399−3.3%ReducedHolders
Q1 202312,103$4.95M2.1%+997+9.0%AddedHolders
Q4 202211,106$4.25M2.2%–No prior filingHolders