IWA
SPY icon

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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

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. 2,602 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.
  • 2,602 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.