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

Elevated Capital Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.84M	Sell	111,996 -13,605	-11%	-$1.16M	2.71%	5
2026 Q1	$9.61M	Sell	125,601 -34,383	-21%	-$2.75M	2.42%	6
2025 Q4	$12.8M	Sell	159,984 -7,365	-4%	-$586K	2.99%	2
2025 Q3	$13.1M	Sell	167,349 -30,232	-15%	-$2.28M	3.26%	1
2025 Q2	$13M	Hold	197,581	–	–	3.64%	1
2025 Q1	$13M	Buy	197,581 +2,169	+1%	+$150K	3.64%	1
2024 Q4	$13.5M	Buy	195,412 +46,451	+31%	+$3.22M	3.67%	1
2024 Q3	$10.1M	Buy	148,961 +69,021	+86%	+$4.49M	2.67%	3
2024 Q2	$5.12M	Buy	79,940 +57,358	+254%	+$3.53M	1.44%	14
2024 Q1	$1.39M	Sell	22,582 -7,886	-26%	-$462K	0.4%	76
2023 Q4	$1.7M	Sell	30,468 -2,389	-7%	-$125K	0.53%	64
2023 Q3	$1.65M	Sell	32,857 -5,583	-15%	-$292K	0.56%	60
2023 Q2	$2M	Sell	38,440 -1,548	-4%	-$76.4K	0.67%	45
2023 Q1	$1.93M	Sell	39,988 -251	-0.6%	-$11.8K	0.69%	48
2022 Q4	$1.81M	Sell	40,239 -341	-0.8%	-$15.4K	0.69%	47
2022 Q3	$1.7M	Buy	+40,580	New	+$1.89M	0.67%	43
2022 Q1	$2.87M	Buy	+54,103	New	+$2.83M	0.95%	24
2021 Q3	$1.95M	Buy	+38,719	New	+$2.01M	0.68%	41
2021 Q1	$2M	Sell	41,196 -4,877	-11%	-$221K	0.77%	39
2020 Q4	$2.02M	Sell	46,073 -3,349	-7%	-$140K	0.88%	34
2020 Q3	$2.06M	Buy	49,422 +25,862	+110%	+$1.01M	0.96%	29
2020 Q2	$990K	Buy	+23,560	New	+$810K	0.47%	74

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Elevated Capital Advisors's SPYM Position: Q2 2026 in Review

Elevated Capital Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q2 2026, selling an estimated $1.16M and leaving 111,996 shares worth $9.84M. The position accounts for 2.71% of the portfolio, ranked #5.

Elevated Capital Advisors first reported a position in SPYM in Q2 2020 and has held it in 22 quarters since. The position peaked at $13.5M in Q4 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Elevated Capital Advisors held 111,996 shares of State Street SPDR Portfolio S&P 500 ETF worth $9.84M as of Q2 2026.
Elevated Capital Advisors sold 13,605 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $1.16M.
State Street SPDR Portfolio S&P 500 ETF made up 2.71% of Elevated Capital Advisors's portfolio in Q2 2026, its #5 holding.
Elevated Capital Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2020 and has held it in 22 quarters since.
Elevated Capital Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $13.5M in Q4 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.