Inspirion Wealth Advisors, LLC Spdr Portfolio Transaction History

Inspirion Wealth Advisors, LLC

$713 Million
Q1 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 267,069 shares of SPYG stock, worth $24 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares

267,069

Previous 275,590 3.09%

Holding current value

$24 Million

Previous $24.2 Million 11.67%

% of portfolio

3.0%

Previous 3.41%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$80.05 - $92.39 $682,106 - $787,255	-8,521 Reduced 3.09%	267,069 $21.4 Million
Q4 2024 Jan 14, 2025	SELL	$81.74 - $91.38 $871,920 - $974,750	-10,667 Reduced 3.73%	275,590 $24.2 Million
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

1,229

Shares Held

304M

Call Options Held

665K

Put Options Held

128K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Account

Inspirion Wealth Advisors, LLC Spdr Portfolio Transaction History