Elevatus Welath Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Hold |
3,361
| – | – | 0.69% | 37 |
|
|
2025
Q1 | $1.88M | Buy |
3,361
+145
| +5% | +$81.1K | 1.07% | 25 |
|
|
2024
Q4 | $1.88M | Buy |
3,216
+617
| +24% | +$362K | 0.64% | 26 |
|
|
2024
Q3 | $1.49M | Buy |
2,599
+889
| +52% | +$510K | 0.49% | 31 |
|
|
2024
Q2 | $931K | Sell |
1,710
-296
| -15% | -$161K | 0.35% | 53 |
|
|
2024
Q1 | $1.05M | Sell |
2,006
-15,898
| -89% | -$8.31M | 0.41% | 35 |
|
|
2023
Q4 | $8.51M | Buy |
+17,904
| New | +$8.51M | 3.87% | 5 |
|