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 Q3	$23.5K	Hold	191	–	–	0.01%	372
2026 Q2	$22.7K	Hold	191	–	–	0.01%	402
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	$1.74M	Buy	+27,250	New	+$1.8M	0.6%	44

Other funds holding SPYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Elevated Capital Advisors's SPYG Position: Q3 2026 in Review

Elevated Capital Advisors held its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) position steady in Q3 2026 at 191 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #372.

Elevated Capital Advisors first reported a position in SPYG in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.74M in Q3 2021. 976 funds tracked by Wall St. Rank hold SPYG as of Q3 2026.

Elevated Capital Advisors held 191 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $23.5K as of Q3 2026.
Elevated Capital Advisors left its State Street SPDR Portfolio S&P 500 Growth ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #372 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 13 quarters since.
Elevated Capital Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.74M in Q3 2021.
976 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.