SEC 13F Intelligence

Sowa Financial Group, Inc. / SPY

Sowa Financial Group, Inc.’s State Str Spdr S&P 500 Etf T Position

Does Sowa Financial Group, Inc. own State Str Spdr S&P 500 Etf T (SPY)? Not currently — the last reported position was 11.9K shares worth $7M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2024
Shares
11.9K
% of Portfolio
+4.35%
Quarters Held
20
position exited

Position History SPY

Reported value by quarter
Q1 ’20: $7MQ1 ’20Q2 ’20: $8MQ3 ’20: $9MQ4 ’20: $10MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ3 ’21Q4 ’21: $12MQ1 ’22: $12MQ2 ’22: $10MQ2 ’22Q3 ’22: $10MQ4 ’22: $12MQ1 ’23: $12MQ1 ’23Q2 ’23: $14MQ3 ’23: $13MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $11MQ3 ’24Q4 ’24: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202411.9K$7M+4.35%
Q3 202418.6K$11M+6.76%
Q2 202420.4K$11M+8.40%
Q1 202424.1K$11M+9.35%
Q4 202324.1K$11M+9.35%
Q3 202329.7K$13M+9.52%
Q2 202332.5K$14M+9.89%
Q1 202329.8K$12M+8.73%
Q4 202230.1K$12M+8.59%
Q3 202229.2K$10M+8.25%
Q2 202227.5K$10M+7.92%
Q1 202226.6K$12M+7.20%
Q4 202126.2K$12M+7.30%
Q3 202125.9K$11M+7.21%
Q2 202125.2K$11M+7.99%
Q1 202125.5K$10M+7.13%
Q4 202026.0K$10M+6.54%
Q3 202025.8K$9M+6.20%
Q2 202024.8K$8M+5.79%
Q1 202027.0K$7M+6.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sowa Financial Group, Inc.’s full portfolio or all institutional holders of SPY.