Elevated Capital Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Elevated Capital Advisors, LLC

$340 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	SELL	$57.38 - $64.15 $990,723 - $1.11 Million	-17,266 Reduced 66.06%	8,871 $569,000
Q4 2023 Jan 09, 2024	SELL	$50.31 - $58.65 $90,105 - $105,042	-1,791 Reduced 6.41%	26,137 $1.53 Million
Q3 2023 Oct 17, 2023	SELL	$52.22 - $56.31 $239,115 - $257,843	-4,579 Reduced 14.09%	27,928 $1.47 Million
Q2 2023 Aug 18, 2023	SELL	$49.75 - $54.44 $51,988 - $56,889	-1,045 Reduced 3.11%	32,507 $1.77 Million
Q1 2023 Apr 18, 2023	BUY	$46.97 - $51.65 $764,436 - $840,603	16,275 Added 94.2%	33,552 $1.69 Million
Q4 2022 Jan 17, 2023	SELL	$44.09 - $50.41 $944,451 - $1.08 Million	-21,421 Reduced 55.35%	17,277 $0
Q3 2022 Oct 06, 2022	SELL	$44.11 - $53.04 $554,374 - $666,606	-12,568 Reduced 24.52%	38,698 $1.71 Million
Q1 2022 Apr 20, 2022	BUY	$51.36 - $58.82 $411,444 - $471,207	8,011 Added 18.52%	51,266 $2.85 Million
Q3 2021 Oct 07, 2021	BUY	$52.32 - $55.93 $401,032 - $428,703	7,665 Added 21.54%	43,255 $2.29 Million
Q1 2021 Apr 21, 2021	SELL	$45.48 - $49.44 $192,153 - $208,884	-4,225 Reduced 10.61%	35,590 $1.82 Million
Q4 2020 Feb 25, 2021	BUY	$39.96 - $46.09 $1.59 Million - $1.84 Million	39,815 New	39,815 $1.84 Million

Others Institutions Holding SPTM

# of Institutions

630

Shares Held

85M

Call Options Held

949K

Put Options Held

700

About SPDR PORTFOLIO S&P 1500 COMPOS

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