Ethos Financial Group’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$776K	Sell	14,276 -85	-0.6%	-$4.62K	0.07%	201
2025 Q1	$785K	Hold	14,361	–	–	0.08%	171
2024 Q4	$785K	Sell	14,361 -5,790	-29%	-$317K	0.1%	116
2024 Q3	$1.1M	Hold	20,151	–	–	0.18%	76
2024 Q2	$1.03M	Buy	+20,151	New	+$1.03M	0.18%	75