Back to SPY
Elevated Private Wealth, LLC → SPY
Elevated Private Wealth, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
22
Latest value
$11.3M
Q3 2026
Peak value
$11.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $20K |
| Q4 2025 | $113K |
| Q4 2025 | $12K |
| Q4 2025 | $5K |
| Q4 2025 | $11K |
| Q4 2025 | $105K |
| Q4 2025 | $95K |
| Q4 2025 | $182K |
| Q4 2025 | $82K |
| Q4 2025 | $972 |
| Q4 2025 | $27K |
| Q4 2025 | $6K |
| Q4 2025 | $2K |
| Q4 2025 | $536 |
| Q4 2025 | $2K |
| Q4 2025 | $8K |
| Q2 2026 | $1.2M |
| Q2 2026 | $471K |
| Q3 2026 | $2.3M |
| Q3 2026 | $381K |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 14.8K | — | — |
| Q3 2026 | $381K | 500 | — | — |
| Q3 2026 | $2.3M | 3.0K | — | — |
| Q2 2026 | $471K | 240 | — | — |
| Q2 2026 | $1.2M | 1.6K | — | — |
| Q4 2025 | $8K | 6 | — | — |
| Q4 2025 | $2K | 3 | — | — |
| Q4 2025 | $536 | 16 | — | — |
| Q4 2025 | $2K | 3 | — | — |
| Q4 2025 | $6K | 8 | — | — |
| Q4 2025 | $27K | 21 | — | — |
| Q4 2025 | $972 | 67 | — | — |
| Q4 2025 | $82K | 68 | — | — |
| Q4 2025 | $182K | 125 | — | — |
| Q4 2025 | $95K | 87 | — | — |
| Q4 2025 | $105K | 107 | — | — |
| Q4 2025 | $11K | 6 | — | — |
| Q4 2025 | $5K | 2 | — | — |
| Q4 2025 | $12K | 9 | — | — |
| Q4 2025 | $113K | 75 | — | — |
| Q4 2025 | $20K | 12 | — | — |
| Q4 2025 | $1.1M | 1.6K | — | — |
Other funds holding SPY
$21.9B
$21.7B
$21.7B
$20.7B
$19.6B
$19.6B
$19.4B
$19.3B