Ethos Financial Group’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.2M	Sell	122,686 -4,422	-3%	-$369K	0.68%	33
2026 Q1	$9.62M	Buy	127,108 +7,927	+7%	+$621K	0.7%	36
2025 Q4	$9.14M	Sell	119,181 -399	-0.3%	-$30.3K	0.68%	40
2025 Q3	$8.96M	Buy	119,580 +282	+0.2%	+$20.2K	0.7%	36
2025 Q2	$8.23M	Sell	119,298 -6,112	-5%	-$392K	0.71%	34
2025 Q1	$7.94M	Hold	125,410	–	–	0.76%	37
2024 Q4	$7.94M	Buy	+125,410	New	+$8.13M	1.04%	31

Other funds holding SPGM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

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

Ethos Financial Group reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 3.5% in Q2 2026, selling an estimated $369K and leaving 122,686 shares worth $10.2M. The position accounts for 0.68% of the portfolio, ranked #33.

Ethos Financial Group first reported a position in SPGM in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold SPGM as of Q2 2026.

Ethos Financial Group held 122,686 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $10.2M as of Q2 2026.
Ethos Financial Group sold 4,422 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q2 2026, an estimated $369K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.68% of Ethos Financial Group's portfolio in Q2 2026, its #33 holding.
Ethos Financial Group first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q2 2026.

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