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 Q2	$9.21M	Buy	+82,263	New	+$9.4M	0.62%	41
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

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

Ethos Financial Group opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 82,263 shares worth $9.21M. The stake represents 0.62% of the portfolio and ranks #41 among its holdings. This is a return to the name: Ethos Financial Group previously reported a position in SPYG as recently as Q4 2025.

Ethos Financial Group first reported a position in SPYG in Q3 2023 and has held it in 9 quarters since. 1,409 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Ethos Financial Group held 82,263 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $9.21M as of Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF was a new Ethos Financial Group position in Q2 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.62% of Ethos Financial Group's portfolio in Q2 2026, its #41 holding.
Ethos Financial Group first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2023 and has held it in 9 quarters since.
1,409 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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