IWA
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Inspirion Wealth Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Inspirion Wealth Advisors’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$712K Sell
6,024
-261
-4% -$28.2K 0.08% 93
2026
Q1 		$607K Sell
6,285
-32
-0.5% -$3.17K 0.08% 95
2025
Q4 		$595K Sell
6,317
-1,594
-20% -$150K 0.07% 95
2025
Q3 		$737K Buy
7,911
+319
+4% +$29.4K 0.1% 75
2025
Q2 		$674K Hold
7,592
– – 0.09% 82
2025
Q1 		$630K Sell
7,592
-2,052
-21% -$183K 0.09% 83
2024
Q4 		$878K Buy
9,644
+1,733
+22% +$164K 0.12% 63
2024
Q3 		$737K Sell
7,911
-169
-2% -$15.2K 0.1% 75
2024
Q2 		$694K Sell
8,080
-173
-2% -$14.8K 0.11% 73
2024
Q1 		$720K Sell
8,253
-24
-0.3% -$2K 0.12% 73
2023
Q4 		$686K Buy
8,277
+55
+0.7% +$4.13K 0.12% 73
2023
Q3 		$602K Sell
8,222
-104
-1% -$8.02K 0.12% 75
2023
Q2 		$641K Sell
8,326
-646
-7% -$47.2K 0.12% 74
2023
Q1 		$662K Sell
8,972
-3,032
-25% -$229K 0.13% 71
2022
Q4 		$867K Buy
12,004
+2,698
+29% +$199K 0.18% 52
2022
Q3 		$634K Sell
9,306
-658
-7% -$49.4K 0.14% 64
2022
Q2 		$702K Sell
9,964
-903
-8% -$68.5K 0.15% 60
2022
Q1 		$911K Buy
10,867
+8,664
+393% +$731K 0.19% 49
2021
Q4 		$204K Buy
+2,203
New +$201K 0.04% 102

Other funds holding SLYG

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return