Elevation Wealth Partners
SPY icon

Elevation Wealth Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Elevation Wealth Partners’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.37M Buy
7,038
+822
+13% +$624K 1.51% 13
2026
Q2 		$4.64M Sell
6,216
-15
-0.2% -$10.9K 1.39% 16
2026
Q1 		$4.05M Sell
6,231
-20
-0.3% -$13.6K 1.45% 18
2025
Q4 		$4.26M Sell
6,251
-114
-2% -$77.1K 1.51% 17
2025
Q3 		$4.24M Sell
6,365
-25
-0.4% -$16K 1.53% 15
2025
Q2 		$3.95M Sell
6,390
-581
-8% -$332K 1.56% 15
2025
Q1 		$3.9M Buy
6,971
+34
+0.5% +$20K 1.69% 14
2024
Q4 		$4.07M Buy
6,937
+290
+4% +$171K 1.72% 13
2024
Q3 		$3.81M Buy
6,647
+666
+11% +$368K 1.64% 15
2024
Q2 		$3.25M Buy
5,981
+204
+4% +$107K 1.54% 14
2024
Q1 		$3.02M Sell
5,777
-99
-2% -$49.3K 1.51% 13
2023
Q4 		$2.51M Buy
5,876
+874
+17% +$389K 1.51% 14
2023
Q3 		$2.14M Sell
5,002
-59
-1% -$26.2K 1.85% 12
2023
Q2 		$2.24M Buy
5,061
+2
+0% +$839 1.89% 11
2023
Q1 		$2.07M Buy
+5,059
New +$2.02M 1.9% 11

Other funds holding SPY

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PPSC Investment Service
PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

Elevation Wealth Partners's SPY Position: Q3 2026 in Review

Elevation Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 13% in Q3 2026, buying an estimated $624K and bringing the position to 7,038 shares worth $5.37M. The position accounts for 1.51% of the portfolio, ranked #13.

Elevation Wealth Partners first reported a position in SPY in Q1 2023 and has held it in 15 quarters since. 1,875 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Elevation Wealth Partners held 7,038 shares of State Street SPDR S&P 500 ETF Trust worth $5.37M as of Q3 2026.
  • Elevation Wealth Partners bought 822 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $624K.
  • State Street SPDR S&P 500 ETF Trust made up 1.51% of Elevation Wealth Partners's portfolio in Q3 2026, its #13 holding.
  • Elevation Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2023 and has held it in 15 quarters since.
  • 1,875 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.