Inspirion Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 21,876 shares of SLYV stock, worth $1.98 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

21,876

Previous 23,155 5.52%

Holding current value

$1.98 Million

Previous $1.81 Million 4.74%

% of portfolio

0.27%

Previous 0.28%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$77.23 - $87.97 $98,777 - $112,513	-1,279 Reduced 5.52%	21,876 $1.9 Million
Q2 2024 Jul 12, 2024	SELL	$76.01 - $82.53 $7,601 - $8,253	-100 Reduced 0.43%	23,155 $1.81 Million
Q4 2023 Jan 10, 2024	SELL	$66.67 - $84.55 $443,755 - $562,764	-6,656 Reduced 22.25%	23,255 $1.94 Million
Q3 2023 Oct 13, 2023	BUY	$71.19 - $81.84 $25,984 - $29,871	365 Added 1.24%	29,911 $2.16 Million
Q2 2023 Jul 20, 2023	BUY	$71.23 - $78.02 $18,591 - $20,363	261 Added 0.89%	29,546 $2.28 Million
Q1 2023 Apr 07, 2023	SELL	$72.3 - $86.64 $190,582 - $228,383	-2,636 Reduced 8.26%	29,285 $2.23 Million
Q4 2022 Jan 18, 2023	BUY	$68.86 - $79.8 $332,524 - $385,354	4,829 Added 17.82%	31,921 $0
Q3 2022 Oct 18, 2022	SELL	$67.14 - $82.32 $239,219 - $293,306	-3,563 Reduced 11.62%	27,092 $1.82 Million
Q2 2022 Jul 27, 2022	BUY	$70.38 - $84.1 $946,259 - $1.13 Million	13,445 Added 78.12%	30,655 $2.22 Million
Q1 2022 Apr 14, 2022	BUY	$78.85 - $87.08 $99,272 - $109,633	1,259 Added 7.89%	17,210 $1.43 Million
Q4 2021 Jan 21, 2022	SELL	$80.48 - $90.28 $55,933 - $62,744	-695 Reduced 4.18%	15,951 $1.35 Million
Q2 2021 Jul 16, 2021	BUY	$80.72 - $89.85 $1,614 - $1,797	20 Added 0.12%	16,646 $1.43 Million
Q1 2021 Apr 15, 2021	SELL	$65.44 - $87.88 $14,004 - $18,806	-214 Reduced 1.27%	16,626 $1.36 Million
Q3 2020 Oct 14, 2020	BUY	$46.51 - $54.78 $783,228 - $922,495	16,840 New	16,840 $844,000

Others Institutions Holding SLYV

# of Institutions

590

Shares Held

31.2M

Call Options Held

Put Options Held

800

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About SPDR S&P 600 SMALL CAP VALUE E

Ticker SLYV
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Inspirion Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History