IWA
Inspirion Wealth Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
4,942
+2
| +0% | +$145 | 0.05% | 114 |
|
|
2025
Q1 | $325K | Sell |
4,940
-94
| -2% | -$6.18K | 0.05% | 117 |
|
|
2024
Q4 | $349K | Buy |
5,034
+3
| +0.1% | +$208 | 0.05% | 115 |
|
|
2024
Q3 | $340K | Buy |
5,031
+77
| +2% | +$5.2K | 0.05% | 114 |
|
|
2024
Q2 | $317K | Buy |
4,954
+3
| +0.1% | +$192 | 0.05% | 119 |
|
|
2024
Q1 | $305K | Buy |
4,951
+2
| +0% | +$123 | 0.05% | 119 |
|
|
2023
Q4 | $275K | Buy |
4,949
+4
| +0.1% | +$222 | 0.05% | 117 |
|
|
2023
Q3 | $249K | Buy |
4,945
+22
| +0.4% | +$1.11K | 0.05% | 119 |
|
|
2023
Q2 | $257K | Buy |
4,923
+3
| +0.1% | +$156 | 0.05% | 119 |
|
|
2023
Q1 | $237K | Sell |
4,920
-89
| -2% | -$4.29K | 0.05% | 122 |
|
|
2022
Q4 | $225K | Buy |
+5,009
| New | +$225K | 0.05% | 115 |
|
|
2020
Q4 | – | Sell |
-5,589
| Closed | -$220K | – | 84 |
|
|
2020
Q3 | $220K | Sell |
5,589
-62,421
| -92% | -$2.46M | 0.08% | 74 |
|
|
2020
Q2 | $2.47M | Sell |
68,010
-4,790
| -7% | -$174K | 0.97% | 18 |
|
|
2020
Q1 | $2.2M | Sell |
72,800
-44,421
| -38% | -$1.34M | 1.09% | 18 |
|
|
2019
Q4 | $4.43M | Sell |
117,221
-1,757
| -1% | -$66.4K | 1.5% | 14 |
|
|
2019
Q3 | $4.15M | Sell |
118,978
-586
| -0.5% | -$20.4K | 1.82% | 11 |
|
|
2019
Q2 | $4.13M | Buy |
119,564
+7,960
| +7% | +$275K | 1.78% | 13 |
|
|
2019
Q1 | $3.71M | Buy |
111,604
+5,435
| +5% | +$181K | 1.64% | 13 |
|
|
2018
Q4 | $3.1M | Sell |
106,169
-3,195
| -3% | -$93.3K | 1.55% | 14 |
|
|
2018
Q3 | $3.73M | Buy |
109,364
+1,739
| +2% | +$59.2K | 1.58% | 13 |
|
|
2018
Q2 | $3.43M | Buy |
107,625
+23,566
| +28% | +$751K | 1.62% | 13 |
|
|
2018
Q1 | $2.6M | Buy |
+84,059
| New | +$2.6M | 1.27% | 14 |
|