Elevation Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.24M | Sell |
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|
2025
Q2 | $3.95M | Sell |
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|
2025
Q1 | $3.9M | Buy |
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|
2024
Q4 | $4.07M | Buy |
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|
2024
Q3 | $3.81M | Buy |
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|
2024
Q2 | $3.25M | Buy |
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|
2024
Q1 | $3.02M | Sell |
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|
2023
Q4 | $2.51M | Buy |
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|
2023
Q3 | $2.14M | Sell |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $2.07M | Buy |
|