Ethos Financial Group’s 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
2025
Q2
$19.5M Buy
2025
Q1
$14.9M Buy
2024
Q4
$13.7M Sell
2024
Q3
$13.8M Buy
2024
Q2
$13M Buy
2024
Q1
$3.03M Buy
2023
Q4
$843K Buy
2023
Q3
$346K Sell
2023
Q2
$429K Hold
2023
Q1
$429K Sell
2022
Q4
$506K Buy