Inspirion Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.19M | Sell |
5,614
-42
| -0.7% | -$30.4K | 0.48% | 27 |
|
|
2026
Q1 | $3.68M | Sell |
5,656
-299
| -5% | -$203K | 0.46% | 28 |
|
|
2025
Q4 | $4.06M | Sell |
5,955
-601
| -9% | -$406K | 0.5% | 28 |
|
|
2025
Q3 | $3.76M | Buy |
6,556
+497
| +8% | +$319K | 0.53% | 24 |
|
|
2025
Q2 | $3.74M | Sell |
6,059
-538
| -8% | -$308K | 0.5% | 26 |
|
|
2025
Q1 | $3.69M | Sell |
6,597
-490
| -7% | -$288K | 0.51% | 24 |
|
|
2024
Q4 | $4.17M | Buy |
7,087
+531
| +8% | +$313K | 0.58% | 24 |
|
|
2024
Q3 | $3.76M | Sell |
6,556
-399
| -6% | -$221K | 0.53% | 24 |
|
|
2024
Q2 | $3.78M | Sell |
6,955
-191
| -3% | -$100K | 0.58% | 23 |
|
|
2024
Q1 | $3.74M | Sell |
7,146
-16
| -0.2% | -$7.97K | 0.62% | 23 |
|
|
2023
Q4 | $3.38M | Buy |
7,162
+255
| +4% | +$114K | 0.61% | 27 |
|
|
2023
Q3 | $2.95M | Buy |
6,907
+3
| +0% | +$1.33K | 0.58% | 29 |
|
|
2023
Q2 | $3.06M | Buy |
6,904
+1,670
| +32% | +$701K | 0.59% | 28 |
|
|
2023
Q1 | $2.14M | Buy |
5,234
+388
| +8% | +$155K | 0.43% | 31 |
|
|
2022
Q4 | $1.85M | Sell |
4,846
-250
| -5% | -$96.1K | 0.39% | 34 |
|
|
2022
Q3 | $1.82M | Buy |
5,096
+8
| +0.2% | +$3.18K | 0.41% | 31 |
|
|
2022
Q2 | $1.92M | Buy |
5,088
+15
| +0.3% | +$6.14K | 0.42% | 32 |
|
|
2022
Q1 | $2.29M | Sell |
5,073
-44
| -0.9% | -$19.6K | 0.47% | 25 |
|
|
2021
Q4 | $2.43M | Sell |
5,117
-133
| -3% | -$61.1K | 0.51% | 26 |
|
|
2021
Q3 | $2.25M | Sell |
5,250
-11
| -0.2% | -$4.85K | 0.52% | 28 |
|
|
2021
Q2 | $2.25M | Buy |
5,261
+30
| +0.6% | +$12.5K | 0.56% | 25 |
|
|
2021
Q1 | $2.07M | Sell |
5,231
-8
| -0.2% | -$3.08K | 0.55% | 23 |
|
|
2020
Q4 | $1.96M | Sell |
5,239
-471
| -8% | -$167K | 0.55% | 23 |
|
|
2020
Q3 | $1.91M | Sell |
5,710
-170
| -3% | -$56.3K | 0.66% | 23 |
|
|
2020
Q2 | $1.81M | Sell |
5,880
-20
| -0.3% | -$5.85K | 0.71% | 22 |
|
|
2020
Q1 | $1.52M | Sell |
5,900
-579
| -9% | -$177K | 0.75% | 21 |
|
|
2019
Q4 | $2.08M | Sell |
6,479
-142
| -2% | -$43.7K | 0.7% | 22 |
|
|
2019
Q3 | $1.97M | Sell |
6,621
-358
| -5% | -$106K | 0.86% | 20 |
|
|
2019
Q2 | $2.04M | Buy |
6,979
+46
| +0.7% | +$13.2K | 0.88% | 20 |
|
|
2019
Q1 | $1.96M | Sell |
6,933
-36
| -0.5% | -$9.78K | 0.87% | 20 |
|
|
2018
Q4 | $1.74M | Buy |
6,969
+69
| +1% | +$18.6K | 0.87% | 20 |
|
|
2018
Q3 | $2.01M | Buy |
6,900
+90
| +1% | +$25.6K | 0.85% | 21 |
|
|
2018
Q2 | $1.85M | Buy |
6,810
+52
| +0.8% | +$14K | 0.87% | 21 |
|
|
2018
Q1 | $1.78M | Buy |
6,758
+2
| +0% | +$546 | 0.87% | 20 |
|
|
2017
Q4 | $1.8M | Sell |
6,756
-13
| -0.2% | -$3.38K | 0.88% | 19 |
|
|
2017
Q3 | $1.7M | Sell |
6,769
-198
| -3% | -$48.8K | 0.86% | 20 |
|
|
2017
Q2 | $1.69M | Buy |
6,967
+202
| +3% | +$48.4K | 0.91% | 19 |
|
|
2017
Q1 | $1.59M | Sell |
6,765
-48
| -0.7% | -$11.2K | 0.9% | 21 |
|
|
2016
Q4 | $1.52M | Buy |
6,813
+1
| +0% | +$218 | 0.97% | 20 |
|
|
2016
Q3 | $1.47M | Buy |
6,812
+2
| +0% | +$432 | 0.96% | 21 |
|
|
2016
Q2 | $1.43M | Buy |
6,810
+2
| +0% | +$415 | 0.93% | 20 |
|
|
2016
Q1 | $1.4M | Buy |
6,808
+144
| +2% | +$28.1K | 0.98% | 21 |
|
|
2015
Q4 | $1.36M | Sell |
6,664
-228
| -3% | -$46.8K | 1% | 20 |
|
|
2015
Q3 | $1.32M | Buy |
6,892
+290
| +4% | +$58.8K | 1.04% | 20 |
|
|
2015
Q2 | $1.36M | Buy |
6,602
+5
| +0.1% | +$1.05K | 1.01% | 19 |
|
|
2015
Q1 | $1.36M | Sell |
6,597
-608
| -8% | -$125K | 1.1% | 19 |
|
|
2014
Q4 | $1.48M | Buy |
+7,205
| New | +$1.45M | 1.37% | 18 |
|
Other funds holding SPY
Inspirion Wealth Advisors's SPY Position: Q2 2026 in Review
Inspirion Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.74% in Q2 2026, selling an estimated $30.4K and leaving 5,614 shares worth $4.19M. The position accounts for 0.48% of the portfolio, ranked #27.
Inspirion Wealth Advisors first reported a position in SPY in Q4 2014 and has held it in 47 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Inspirion Wealth Advisors held 5,614 shares of State Street SPDR S&P 500 ETF Trust worth $4.19M as of Q2 2026.
- Inspirion Wealth Advisors sold 42 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $30.4K.
- State Street SPDR S&P 500 ETF Trust made up 0.48% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #27 holding.
- Inspirion Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2014 and has held it in 47 quarters since.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.