A detailed history of Ethos Financial Group, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Ethos Financial Group, LLC holds 3,367 shares of SPY stock, worth $1.83 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
3,367
Previous 1,768 90.44%
Holding current value
$1.83 Million
Previous $843,000 259.07%
% of portfolio
0.57%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$467.28 - $523.17 $747,180 - $836,548
1,599 Added 90.44%
3,367 $3.03 Million
Q4 2023

Feb 07, 2024

BUY
$410.68 - $476.69 $424,643 - $492,897
1,034 Added 140.87%
1,768 $843,000
Q3 2023

Nov 13, 2023

SELL
$425.88 - $457.79 $132,874 - $142,830
-312 Reduced 29.83%
734 $313,000
Q1 2023

Apr 20, 2023

SELL
$379.5 - $416.78 $99,049 - $108,779
-261 Reduced 19.97%
1,046 $428,000
Q4 2022

Feb 09, 2023

BUY
$357.63 - $407.42 $467,422 - $532,497
1,307 New
1,307 $506 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.