IWA
SPYG icon

Inspirion Wealth Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Inspirion Wealth Advisors’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7M Sell
124,153
-43,262
-26% -$4.95M 1.68% 18
2026
Q1 		$16.4M Sell
167,415
-83,397
-33% -$8.68M 2.04% 17
2025
Q4 		$26.8M Sell
250,812
-35,445
-12% -$3.76M 3.28% 9
2025
Q3 		$23.7M Buy
286,257
+13,807
+5% +$1.38M 3.32% 10
2025
Q2 		$26M Buy
272,450
+5,381
+2% +$461K 3.44% 11
2025
Q1 		$21.5M Sell
267,069
-8,521
-3% -$744K 2.98% 13
2024
Q4 		$24.4M Sell
275,590
-10,667
-4% -$922K 3.41% 10
2024
Q3 		$23.7M Sell
286,257
-35,610
-11% -$2.85M 3.32% 10
2024
Q2 		$25.8M Sell
321,867
-8,512
-3% -$636K 3.95% 9
2024
Q1 		$24.2M Sell
330,379
-11,206
-3% -$780K 3.99% 9
2023
Q4 		$21.9M Sell
341,585
-9,959
-3% -$614K 3.94% 9
2023
Q3 		$20.8M Sell
351,544
-23,337
-6% -$1.43M 4.06% 9
2023
Q2 		$22.9M Sell
374,881
-4,863
-1% -$279K 4.38% 10
2023
Q1 		$21M Sell
379,744
-11,327
-3% -$600K 4.22% 10
2022
Q4 		$19.8M Buy
391,071
+6,572
+2% +$342K 4.2% 10
2022
Q3 		$19.3M Sell
384,499
-4,609
-1% -$259K 4.34% 9
2022
Q2 		$20.3M Sell
389,108
-19,951
-5% -$1.14M 4.47% 9
2022
Q1 		$27.1M Buy
409,059
+3,878
+1% +$252K 5.54% 7
2021
Q4 		$29.4M Sell
405,181
-17,973
-4% -$1.25M 6.19% 8
2021
Q3 		$27.1M Sell
423,154
-35,396
-8% -$2.34M 6.23% 8
2021
Q2 		$28.9M Sell
458,550
-8,148
-2% -$489K 7.12% 6
2021
Q1 		$26.3M Sell
466,698
-27,385
-6% -$1.53M 6.98% 6
2020
Q4 		$27.3M Sell
494,083
-12,750
-3% -$670K 7.69% 4
2020
Q3 		$25.4M Sell
506,833
-96,940
-16% -$4.75M 8.73% 2
2020
Q2 		$27.1M Sell
603,773
-6,388
-1% -$265K 10.65% 1
2020
Q1 		$21.8M Sell
610,161
-28,634
-4% -$1.17M 10.76% 2
2019
Q4 		$26.8M Sell
638,795
-3,369
-0.5% -$135K 9.04% 2
2019
Q3 		$25M Sell
642,164
-6,363
-1% -$249K 10.94% 2
2019
Q2 		$25.1M Buy
648,527
+28,173
+5% +$1.07M 10.85% 2
2019
Q1 		$23.1M Buy
620,354
+7,424
+1% +$262K 10.22% 2
2018
Q4 		$19.9M Sell
612,930
-31,097
-5% -$1.09M 9.94% 2
2018
Q3 		$24.6M Buy
644,027
+32,493
+5% +$1.21M 10.44% 2
2018
Q2 		$21.5M Buy
611,534
+16,221
+3% +$563K 10.12% 2
2018
Q1 		$20M Buy
+595,313
New +$20.5M 9.75% 2

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Inspirion Wealth Advisors's SPYG Position: Q2 2026 in Review

Inspirion Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 26% in Q2 2026, selling an estimated $4.95M and leaving 124,153 shares worth $14.7M. The position accounts for 1.68% of the portfolio, ranked #18.

Inspirion Wealth Advisors first reported a position in SPYG in Q1 2018 and has held it in 34 quarters since. The position peaked at $29.4M in Q4 2021. 296 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Inspirion Wealth Advisors held 124,153 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $14.7M as of Q2 2026.
  • Inspirion Wealth Advisors sold 43,262 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $4.95M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 1.68% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Inspirion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • Inspirion Wealth Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $29.4M in Q4 2021.
  • 296 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.