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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.2M	Buy	41,164 +15,285	+59%	+$11.1M	2.02%	6
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

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ethos Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 59% in Q2 2026, buying an estimated $11.1M and bringing the position to 41,164 shares worth $30.2M. The position accounts for 2.02% of the portfolio, ranked #6.

Ethos Financial Group first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,641 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Ethos Financial Group held 41,164 shares of State Street SPDR S&P 500 ETF Trust worth $30.2M as of Q2 2026.
Ethos Financial Group bought 15,285 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $11.1M.
State Street SPDR S&P 500 ETF Trust made up 2.02% of Ethos Financial Group's portfolio in Q2 2026, its #6 holding.
Ethos Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,641 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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