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Elevated Capital Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Elevated Capital Advisors’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.7K Hold
191
– – ﹤0.01% 409
2025
Q4 		$20.4K Buy
+191
New +$20.2K ﹤0.01% 398
2024
Q4 		– Sell
-8,129
Closed -$674K – 279
2024
Q3 		$674K Sell
8,129
-155
-2% -$12.4K 0.18% 177
2024
Q2 		$664K Sell
8,284
-317
-4% -$23.7K 0.19% 150
2024
Q1 		$629K Buy
8,601
+4,303
+100% +$299K 0.18% 121
2023
Q4 		$280K Sell
4,298
-7
-0.2% -$432 0.09% 161
2023
Q3 		$255K Buy
4,305
+213
+5% +$13K 0.09% 156
2023
Q2 		$250K Sell
4,092
-2,165
-35% -$124K 0.08% 167
2023
Q1 		$346K Buy
6,257
+53
+0.9% +$2.81K 0.12% 143
2022
Q4 		$314K Buy
+6,204
New +$323K 0.12% 136
2021
Q3 		$1.75M Buy
+27,250
New +$1.8M 0.6% 44

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Elevated Capital Advisors's SPYG Position: Q1 2026 in Review

Elevated Capital Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q1 2026 at 191 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Elevated Capital Advisors first reported a position in SPYG in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.75M in Q3 2021. 1,315 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Elevated Capital Advisors held 191 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $18.7K as of Q1 2026.
  • Elevated Capital Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q1 2026, its #409 holding.
  • Elevated Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 11 quarters since.
  • Elevated Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.75M in Q3 2021.
  • 1,315 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.