Elevated Capital Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Hold |
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|
2025
Q1 | $13M | Buy |
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|
2024
Q4 | $13.5M | Buy |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.7M | Sell |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $1.93M | Sell |
|
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|
2022
Q4 | $1.81M | Sell |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q1 | $2.87M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q1 | $2M | Sell |
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|
2020
Q4 | $2.02M | Sell |
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|
2020
Q3 | $2.06M | Buy |
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|
2020
Q2 | $990K | Buy |
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