Ethos Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.9M	Sell	25,879 -6,922	-21%	-$4.71M	1.24%	16
2025 Q4	$22.4M	Buy	32,801 +1,872	+6%	+$1.27M	1.66%	11
2025 Q3	$20.7M	Sell	30,929 -544	-2%	-$349K	1.62%	10
2025 Q2	$19.5M	Buy	31,473 +5,966	+23%	+$3.41M	1.68%	11
2025 Q1	$14.9M	Buy	25,507 +2,191	+9%	+$1.29M	1.43%	17
2024 Q4	$13.7M	Sell	23,316 -674	-3%	-$397K	1.79%	13
2024 Q3	$13.8M	Buy	23,990 +229	+1%	+$127K	2.28%	10
2024 Q2	$13M	Buy	23,761 +20,394	+606%	+$10.7M	2.28%	10
2024 Q1	$3.03M	Buy	3,367 +1,599	+90%	+$796K	0.57%	45
2023 Q4	$843K	Buy	1,768 +1,034	+141%	+$461K	0.18%	89
2023 Q3	$346K	Sell	734 -312	-30%	-$139K	0.09%	120
2023 Q2	$429K	Hold	1,046	–	–	0.14%	77
2023 Q1	$429K	Sell	1,046 -261	-20%	-$104K	0.13%	93
2022 Q4	$506K	Buy	+1,307	New	+$502K	0.17%	76