EFG
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Ethos Financial Group’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Ethos Financial Group’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,930
Closed -$1.17M – 561
2025
Q4 		$1.17M Sell
10,930
-507
-4% -$53.7K 0.09% 182
2025
Q3 		$1.2M Sell
11,437
-2,206
-16% -$220K 0.09% 163
2025
Q2 		$1.3M Buy
13,643
+852
+7% +$73K 0.11% 149
2025
Q1 		$1.12M Buy
12,791
+77
+0.6% +$6.72K 0.11% 152
2024
Q4 		$1.12M Buy
+12,714
New +$1.1M 0.15% 100
2024
Q3 		– Sell
-11,936
Closed -$956K – 325
2024
Q2 		$956K Buy
+11,936
New +$891K 0.17% 80
2024
Q1 		– Sell
-121,011
Closed -$7.87M – 303
2023
Q4 		$7.87M Sell
121,011
-66
-0.1% -$4.07K 1.68% 15
2023
Q3 		$7.18M Buy
+121,077
New +$7.42M 1.86% 20

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ethos Financial Group's SPYG Position: Q1 2026 in Review

Ethos Financial Group sold out of State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q1 2026, closing a stake of 10,930 shares — an estimated $1.17M sold.

Ethos Financial Group first reported a position in SPYG in Q3 2023 and held it in 8 quarters. The position peaked at $7.87M in Q4 2023. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Ethos Financial Group reported no remaining State Street SPDR Portfolio S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Ethos Financial Group sold 10,930 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $1.17M.
  • Ethos Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and held it in 8 quarters.
  • Ethos Financial Group's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.87M in Q4 2023.
  • 1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.