EFG
Ethos Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
31,473
+5,966
| +23% | +$3.7M | 1.68% | 11 |
|
|
2025
Q1 | $14.9M | Buy |
25,507
+2,191
| +9% | +$1.28M | 1.43% | 17 |
|
|
2024
Q4 | $13.7M | Sell |
23,316
-674
| -3% | -$396K | 1.79% | 13 |
|
|
2024
Q3 | $13.8M | Buy |
23,990
+229
| +1% | +$132K | 2.28% | 10 |
|
|
2024
Q2 | $13M | Buy |
23,761
+20,394
| +606% | +$11.1M | 2.28% | 10 |
|
|
2024
Q1 | $3.03M | Buy |
3,367
+1,599
| +90% | +$1.44M | 0.57% | 45 |
|
|
2023
Q4 | $843K | Buy |
1,768
+1,034
| +141% | +$493K | 0.18% | 89 |
|
|
2023
Q3 | $346K | Sell |
734
-312
| -30% | -$147K | 0.09% | 120 |
|
|
2023
Q2 | $429K | Hold |
1,046
| – | – | 0.14% | 77 |
|
|
2023
Q1 | $429K | Sell |
1,046
-261
| -20% | -$107K | 0.13% | 93 |
|
|
2022
Q4 | $506K | Buy |
+1,307
| New | +$506K | 0.17% | 76 |
|