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Inspirion Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Inspirion Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$44 – 143
2023
Q2 		$44 Buy
+100
New +$42K ﹤0.01% 138

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FCM
Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Inspirion Wealth Advisors's SPY Position: Q3 2026 in Review

Inspirion Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.9% in Q3 2026, selling an estimated $79K and leaving 5,510 shares worth $4.2M. The position accounts for 0.48% of the portfolio, ranked #28.

Inspirion Wealth Advisors first reported a position in SPY in Q4 2014 and has held it in 48 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Inspirion Wealth Advisors held 5,510 shares of State Street SPDR S&P 500 ETF Trust worth $4.2M as of Q3 2026.
  • Inspirion Wealth Advisors sold 104 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $79K.
  • State Street SPDR S&P 500 ETF Trust made up 0.48% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #28 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 48 quarters since.
  • 263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.