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

Elevation Wealth Partners’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	$112K	Buy	1,276 +912	+251%	+$77.8K	0.03%	183
2026 Q1	$27.8K	Buy	364 +1	+0.3%	+$80	0.01%	319
2025 Q4	$29.1K	Sell	363 -210	-37%	-$16.7K	0.01%	309
2025 Q3	$44.9K	Buy	573 +197	+52%	+$14.9K	0.02%	255
2025 Q2	$27.3K	Buy	376 +1	+0.3%	+$67	0.01%	294
2025 Q1	$24.6K	Buy	375 +2	+0.5%	+$138	0.01%	300
2024 Q4	$25.7K	Buy	+373	New	+$25.9K	0.01%	291

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

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

Elevation Wealth Partners increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 251% in Q2 2026, buying an estimated $77.8K and bringing the position to 1,276 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #183.

Elevation Wealth Partners first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Elevation Wealth Partners held 1,276 shares of State Street SPDR Portfolio S&P 500 ETF worth $112K as of Q2 2026.
Elevation Wealth Partners bought 912 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $77.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #183 holding.
Elevation Wealth Partners first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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