ELEVATION POINT WEALTH PARTNERS, LLC SPYG holdings history
SS SPDR P S&P 500 GROWTH ETF · CUSIP 78464A409 · CIK 1744349
As of Sep 30, 2026, ELEVATION POINT WEALTH PARTNERS, LLC reported 323.83K SPYG (shares), valued at $40.89M, or 0.74% of its reported non-derivative portfolio. Filed Nov 5, 2026.
Verify history & sources →Shares decreased 0.76%; reported value increased 5.30%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q3 2026 | 0.74% | 323,828 | SEC filing ↗Filed Nov 5, 2026 |
| Q2 2026 | 0.72% | 326,305 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | 2.67% | 358,726 | SEC filing ↗Filed Feb 3, 2026Amended |
| Q1 2025 | 4.12% | 598,061 | SEC filing ↗Filed Apr 16, 2025Amended |
| Q4 2024 | 4.27% | 601,776 | SEC filing ↗Filed Jan 22, 2025Amended |
| Q3 2024 | Not reported | Not reported | — |
| Q2 2024 | 3.66% | 576,263 | SEC filing ↗Filed Feb 3, 2026Amended |
| Q1 2024 | 3.15% | 561,155 | SEC filing ↗Filed May 15, 2024Amended |
| Q4 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | 3.15% | 561,155 | $41.05M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 3.66% | 576,263 | $46.18M | Shares increased 2.69%; reported value increased 12.49%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q3 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2024 | 4.27% | 601,776 | $52.90M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 4.12% | 598,061 | $48.07M | Shares decreased 0.62%; reported value decreased 9.13%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 2.67% | 358,726 | $34.19M | Shares decreased 40.02%; reported value decreased 28.86%, and weight changed -1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | 0.72% | 326,305 | $38.83M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Aug 12, 2026 |
| Q3 2026 | 0.74% | 323,828 | $40.89M | Shares decreased 0.76%; reported value increased 5.30%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.