Ethos Financial Group’s S&P Global SPGI Stock Holding History

Ethos Financial Group’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$238K	Sell	567 -241	-30%	-$102K	0.02%	525
2026 Q1	$344K	Buy	808 +36	+5%	+$16.7K	0.03%	381
2025 Q4	$403K	Buy	772 +27	+4%	+$13.4K	0.03%	325
2025 Q3	$363K	Sell	745 -2	-0.3%	-$1.07K	0.03%	325
2025 Q2	$394K	Buy	747 +106	+17%	+$52.9K	0.03%	296
2025 Q1	$319K	Hold	641	–	–	0.03%	311
2024 Q4	$319K	Buy	641 +43	+7%	+$21.8K	0.04%	211
2024 Q3	$309K	Sell	598 -26	-4%	-$12.9K	0.05%	197
2024 Q2	$286K	Buy	624 +67	+12%	+$28.7K	0.05%	206
2024 Q1	$237K	Buy	557 +14	+3%	+$6.07K	0.04%	236
2023 Q4	$239K	Buy	+543	New	+$214K	0.05%	223

Other funds holding SPGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ethos Financial Group's SPGI Position: Q2 2026 in Review

Ethos Financial Group reduced its S&P Global (SPGI) stake by 30% in Q2 2026, selling an estimated $102K and leaving 567 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #525.

Ethos Financial Group first reported a position in SPGI in Q4 2023 and has held it in 11 quarters since. The position peaked at $403K in Q4 2025. 2,012 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

Ethos Financial Group held 567 shares of S&P Global worth $238K as of Q2 2026.
Ethos Financial Group sold 241 S&P Global shares in Q2 2026, an estimated $102K.
S&P Global made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #525 holding.
Ethos Financial Group first reported a position in S&P Global in Q4 2023 and has held it in 11 quarters since.
Ethos Financial Group's S&P Global position peaked at $403K in Q4 2025.
2,012 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.