EFG
SPYM

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

Ethos Financial Group’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.4M Sell
138,631
-14,839
-10% -$1.19M 0.76% 32
2025
Q4 		$12.3M Sell
153,470
-20,255
-12% -$1.61M 0.91% 24
2025
Q3 		$13.6M Buy
173,725
+160,531
+1,217% +$12.1M 1.07% 20
2025
Q2 		$959K Buy
+13,194
New +$887K 0.08% 173

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Ethos Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 9.7% in Q1 2026, selling an estimated $1.19M and leaving 138,631 shares worth $10.4M. The position accounts for 0.76% of the portfolio, ranked #32.

Ethos Financial Group first reported a position in SPYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.6M in Q3 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Ethos Financial Group held 138,631 shares of State Street SPDR Portfolio S&P 500 ETF worth $10.4M as of Q1 2026.
  • Ethos Financial Group sold 14,839 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $1.19M.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.76% of Ethos Financial Group's portfolio in Q1 2026, its #32 holding.
  • Ethos Financial Group first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Ethos Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.6M in Q3 2025.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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