EWP
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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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

Elevation Wealth Partners's SPY Position: Q2 2026 in Review

Elevation Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.24% in Q2 2026, selling an estimated $10.9K and leaving 6,216 shares worth $4.64M. The position accounts for 1.39% of the portfolio, ranked #16.

Elevation Wealth Partners first reported a position in SPY in Q1 2023 and has held it in 14 quarters since. 2,010 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Elevation Wealth Partners held 6,216 shares of State Street SPDR S&P 500 ETF Trust worth $4.64M as of Q2 2026.
  • Elevation Wealth Partners sold 15 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $10.9K.
  • State Street SPDR S&P 500 ETF Trust made up 1.39% of Elevation Wealth Partners's portfolio in Q2 2026, its #16 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 14 quarters since.
  • 2,010 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.