SWASL
ETHA

Spartan Wealth Advisory Services LLC’s iShares Ethereum Trust ETF ETHA Stock Holding History

Spartan Wealth Advisory Services LLC’s Portfolio ETHA Stock Details ETHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$309K Sell
25,989
-6,746
-21% -$105K 0.03% 257
2026
Q1 		$518K Buy
+32,735
New +$592K 0.05% 210

Other funds holding ETHA

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's ETHA Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its iShares Ethereum Trust ETF (ETHA) stake by 21% in Q2 2026, selling an estimated $105K and leaving 25,989 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #257.

Spartan Wealth Advisory Services LLC first reported a position in ETHA in Q1 2026 and has held it in 2 quarters since. The position peaked at $518K in Q1 2026. 422 funds tracked by Wall St. Rank hold ETHA as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 25,989 shares of iShares Ethereum Trust ETF worth $309K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 6,746 iShares Ethereum Trust ETF shares in Q2 2026, an estimated $105K.
  • iShares Ethereum Trust ETF made up 0.03% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #257 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Ethereum Trust ETF in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's iShares Ethereum Trust ETF position peaked at $518K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held iShares Ethereum Trust ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.