SPY SPDR S&P 500 ETF TR

Ownership history in EWG Elevate Inc.  ·  24 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.66% (2021 Q3)
Avg. % of fund
4.02%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,067 +1,862 +15.3% 2.93% $9.4M $664.22
2025 Q2 REDUCED 12,205 -12,356 -50.3% 2.32% $7.5M $614.33
2025 Q1 REDUCED 24,561 -6,758 -21.6% 5.14% $13.7M $554.56
2024 Q4 ADDED 31,319 +5,917 +23.3% 5.59% $18.4M $579.28
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPY price (monthly, adj. close)
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