Inspirion Wealth Advisors, LLC Spdr Portfolio Transaction History

Inspirion Wealth Advisors, LLC

$711 Million
Q3 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 286,257 shares of SPYG stock, worth $24.7 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

286,257

Previous 321,867 11.06%

Holding current value

$24.7 Million

Previous $25.8 Million 7.94%

% of portfolio

3.34%

Previous 3.96%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$73.38 - $84.1 $2.61 Million - $2.99 Million	-35,610 Reduced 11.06%	286,257 $23.7 Million
Q2 2024 Jul 12, 2024	SELL	$68.71 - $80.95 $584,859 - $689,046	-8,512 Reduced 2.58%	321,867 $25.8 Million
Q1 2024 Apr 12, 2024	SELL	$63.12 - $73.73 $707,322 - $826,218	-11,206 Reduced 3.28%	330,379 $24.2 Million
Q4 2023 Jan 10, 2024	SELL	$57.02 - $65.3 $567,862 - $650,322	-9,959 Reduced 2.83%	341,585 $22.2 Million
Q3 2023 Oct 13, 2023	SELL	$58.97 - $62.89 $1.38 Million - $1.47 Million	-23,337 Reduced 6.23%	351,544 $20.8 Million
Q2 2023 Jul 20, 2023	SELL	$54.76 - $61.01 $266,297 - $296,691	-4,863 Reduced 1.28%	374,881 $22.9 Million
Q1 2023 Apr 07, 2023	SELL	$49.61 - $55.36 $561,932 - $627,062	-11,327 Reduced 2.9%	379,744 $21 Million
Q4 2022 Jan 18, 2023	BUY	$49.14 - $55.07 $322,948 - $361,920	6,572 Added 1.71%	391,071 $0
Q3 2022 Oct 18, 2022	SELL	$50.1 - $61.86 $230,910 - $285,112	-4,609 Reduced 1.18%	384,499 $19.3 Million
Q2 2022 Jul 27, 2022	SELL	$50.47 - $67.39 $1.01 Million - $1.34 Million	-19,951 Reduced 4.88%	389,108 $20.3 Million
Q1 2022 Apr 14, 2022	BUY	$59.17 - $73.03 $229,461 - $283,210	3,878 Added 0.96%	409,059 $27.1 Million
Q4 2021 Jan 21, 2022	SELL	$63.39 - $73.48 $1.14 Million - $1.32 Million	-17,973 Reduced 4.25%	405,181 $29.4 Million
Q3 2021 Oct 08, 2021	SELL	$63.23 - $68.45 $2.24 Million - $2.42 Million	-35,396 Reduced 7.72%	423,154 $27.1 Million
Q2 2021 Jul 16, 2021	SELL	$57.17 - $63.06 $465,821 - $513,812	-8,148 Reduced 1.75%	458,550 $28.9 Million
Q1 2021 Apr 15, 2021	SELL	$53.23 - $58.3 $1.46 Million - $1.6 Million	-27,385 Reduced 5.54%	466,698 $26.3 Million
Q4 2020 Jan 22, 2021	SELL	$48.59 - $55.29 $619,522 - $704,947	-12,750 Reduced 2.52%	494,083 $27.3 Million
Q3 2020 Oct 14, 2020	SELL	$45.36 - $54.05 $4.4 Million - $5.24 Million	-96,940 Reduced 16.06%	506,833 $25.4 Million
Q2 2020 Jul 09, 2020	SELL	$34.16 - $45.45 $218,214 - $290,334	-6,388 Reduced 1.05%	603,773 $27.1 Million
Q1 2020 Apr 23, 2020	SELL	$31.23 - $45.63 $894,239 - $1.31 Million	-28,634 Reduced 4.48%	610,161 $21.8 Million
Q4 2019 Jan 14, 2020	SELL	$37.77 - $42.13 $127,247 - $141,935	-3,369 Reduced 0.52%	638,795 $26.8 Million
Q3 2019 Oct 22, 2019	SELL	$38.67 - $39.55 $246,057 - $251,656	-6,363 Reduced 0.98%	642,164 $25 Million
Q2 2019 Jul 15, 2019	BUY	N/A	28,173 Added 4.54%	648,527 $25.1 Million
Q1 2019 Apr 16, 2019	BUY	N/A	7,424 Added 1.21%	620,354 $23.1 Million
Q4 2018 Jan 22, 2019	SELL	N/A	-31,097 Reduced 4.83%	612,930 $19.9 Million
Q3 2018 Nov 14, 2018	BUY	N/A	32,493 Added 5.31%	644,027 $24.6 Million
Q2 2018 Jul 19, 2018	BUY	N/A	16,221 Added 2.72%	611,534 $21.5 Million
Q1 2018 Apr 18, 2018	BUY	N/A	595,313 New	595,313 $20 Million

Others Institutions Holding SPYG

# of Institutions

1,094

Shares Held

279M

Call Options Held

399K

Put Options Held

203K

View Full List

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Inspirion Wealth Advisors, LLC Spdr Portfolio Transaction History