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 Q3	$98.6K	Sell	1,098 -178	-14%	-$15.9K	0.03%	206
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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

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

Elevation Wealth Partners reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 14% in Q3 2026, selling an estimated $15.9K and leaving 1,098 shares worth $98.6K. The position accounts for 0.03% of the portfolio, ranked #206.

Elevation Wealth Partners first reported a position in SPYM in Q4 2024 and has held it in 8 quarters since. The position peaked at $112K in Q2 2026. 400 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Elevation Wealth Partners held 1,098 shares of State Street SPDR Portfolio S&P 500 ETF worth $98.6K as of Q3 2026.
Elevation Wealth Partners sold 178 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $15.9K.
State Street SPDR Portfolio S&P 500 ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #206 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 8 quarters since.
Elevation Wealth Partners's State Street SPDR Portfolio S&P 500 ETF position peaked at $112K in Q2 2026.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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