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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$935K	Hold	14,276	–	–	0.06%	236
2026 Q1	$845K	Hold	14,276	–	–	0.06%	230
2025 Q4	$827K	Hold	14,276	–	–	0.06%	223
2025 Q3	$816K	Hold	14,276	–	–	0.06%	203
2025 Q2	$776K	Sell	14,276 -85	-0.6%	-$4.38K	0.07%	201
2025 Q1	$785K	Hold	14,361	–	–	0.08%	171
2024 Q4	$785K	Sell	14,361 -5,790	-29%	-$326K	0.1%	116
2024 Q3	$1.1M	Hold	20,151	–	–	0.18%	76
2024 Q2	$1.03M	Buy	+20,151	New	+$1.04M	0.18%	75

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Ethos Financial Group held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 14,276 shares worth $935K. The position accounts for 0.06% of the portfolio, ranked #236.

Ethos Financial Group first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Ethos Financial Group held 14,276 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $935K as of Q2 2026.
Ethos Financial Group left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Ethos Financial Group's portfolio in Q2 2026, its #236 holding.
Ethos Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
Ethos Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.1M in Q3 2024.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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