PSK β€” SPDR SER TR

Ownership history in Elevation Capital Advisory, LLC  Β·  3 quarters on record

AI Ownership Summary

Elevation Capital Advisory, LLC reported SPDR SER TR (PSK) in 3 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 1.34% in 2024 Q2. The latest visible filing shows PSK at 1.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elevation Capital Advisory, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PSK was reported at 1.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Elevation Capital Advisory, LLC held PSK β€” position size vs. price
% of Fund (quarterly)    PSK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 75,693 -11,887 -13.6% 1.00% $2.5M 2025-10-30 $31.86
2024 Q4 ADDED 87,580 +1,189 +1.4% 1.24% $2.9M 2025-02-07 $30.94
2024 Q2 INITIATED 86,391 β€” β€” 1.34% $2.9M 2024-08-16 $31.03

FAQ About Elevation Capital Advisory, LLC and PSK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elevation Capital Advisory, LLC reported owning PSK?

Elevation Capital Advisory, LLC reported PSK across 3 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported PSK position in Elevation Capital Advisory, LLC's portfolio?

The largest reported portfolio weight for PSK was 1.34% in 2024 Q2.

What is the latest reported PSK position on this page?

The most recent filing on this page is 2025 Q3, when Elevation Capital Advisory, LLC reported 75,693 shares, equal to 1.00% of portfolio, with an estimated market value of $2.5M.

What does the chart on this PSK ownership page compare?

The chart compares Elevation Capital Advisory, LLC's quarterly PSK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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