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 Q2	$10M	Sell	114,227 -24,404	-18%	-$2.08M	0.67%	37
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

USS Investment Management London, United Kingdom $27.8B AUM 39.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Ethos Financial Group reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 18% in Q2 2026, selling an estimated $2.08M and leaving 114,227 shares worth $10M. The position accounts for 0.67% of the portfolio, ranked #37.

Ethos Financial Group first reported a position in SPYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.6M in Q3 2025. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Ethos Financial Group held 114,227 shares of State Street SPDR Portfolio S&P 500 ETF worth $10M as of Q2 2026.
Ethos Financial Group sold 24,404 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $2.08M.
State Street SPDR Portfolio S&P 500 ETF made up 0.67% of Ethos Financial Group's portfolio in Q2 2026, its #37 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 5 quarters since.
Ethos Financial Group's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.6M in Q3 2025.
1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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