IWA
Inspirion Wealth Advisors’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26M | Buy |
272,450
+5,381
| +2% | +$513K | 3.44% | 11 |
|
|
2025
Q1 | $21.5M | Sell |
267,069
-8,521
| -3% | -$685K | 2.98% | 13 |
|
|
2024
Q4 | $24.4M | Sell |
275,590
-10,667
| -4% | -$946K | 3.41% | 10 |
|
|
2024
Q3 | $23.7M | Sell |
286,257
-35,610
| -11% | -$2.95M | 3.32% | 10 |
|
|
2024
Q2 | $25.8M | Sell |
321,867
-8,512
| -3% | -$682K | 3.95% | 9 |
|
|
2024
Q1 | $24.2M | Sell |
330,379
-11,206
| -3% | -$820K | 3.99% | 9 |
|
|
2023
Q4 | $21.9M | Sell |
341,585
-9,959
| -3% | -$638K | 3.94% | 9 |
|
|
2023
Q3 | $20.8M | Sell |
351,544
-23,337
| -6% | -$1.38M | 4.06% | 9 |
|
|
2023
Q2 | $22.9M | Sell |
374,881
-4,863
| -1% | -$297K | 4.38% | 10 |
|
|
2023
Q1 | $21M | Sell |
379,744
-11,327
| -3% | -$627K | 4.22% | 10 |
|
|
2022
Q4 | $19.8M | Buy |
391,071
+6,572
| +2% | +$333K | 4.2% | 10 |
|
|
2022
Q3 | $19.3M | Sell |
384,499
-4,609
| -1% | -$231K | 4.34% | 9 |
|
|
2022
Q2 | $20.3M | Sell |
389,108
-19,951
| -5% | -$1.04M | 4.47% | 9 |
|
|
2022
Q1 | $27.1M | Buy |
409,059
+3,878
| +1% | +$257K | 5.54% | 7 |
|
|
2021
Q4 | $29.4M | Sell |
405,181
-17,973
| -4% | -$1.3M | 6.19% | 8 |
|
|
2021
Q3 | $27.1M | Sell |
423,154
-35,396
| -8% | -$2.27M | 6.23% | 8 |
|
|
2021
Q2 | $28.9M | Sell |
458,550
-8,148
| -2% | -$513K | 7.12% | 6 |
|
|
2021
Q1 | $26.3M | Sell |
466,698
-27,385
| -6% | -$1.54M | 6.98% | 6 |
|
|
2020
Q4 | $27.3M | Sell |
494,083
-12,750
| -3% | -$705K | 7.69% | 4 |
|
|
2020
Q3 | $25.4M | Sell |
506,833
-96,940
| -16% | -$4.86M | 8.73% | 2 |
|
|
2020
Q2 | $27.1M | Sell |
603,773
-6,388
| -1% | -$287K | 10.65% | 1 |
|
|
2020
Q1 | $21.8M | Sell |
610,161
-28,634
| -4% | -$1.02M | 10.76% | 2 |
|
|
2019
Q4 | $26.8M | Sell |
638,795
-3,369
| -0.5% | -$141K | 9.04% | 2 |
|
|
2019
Q3 | $25M | Sell |
642,164
-6,363
| -1% | -$247K | 10.94% | 2 |
|
|
2019
Q2 | $25.1M | Buy |
648,527
+28,173
| +5% | +$1.09M | 10.85% | 2 |
|
|
2019
Q1 | $23.1M | Buy |
620,354
+7,424
| +1% | +$276K | 10.22% | 2 |
|
|
2018
Q4 | $19.9M | Sell |
612,930
-31,097
| -5% | -$1.01M | 9.94% | 2 |
|
|
2018
Q3 | $24.6M | Buy |
644,027
+32,493
| +5% | +$1.24M | 10.44% | 2 |
|
|
2018
Q2 | $21.5M | Buy |
611,534
+16,221
| +3% | +$570K | 10.12% | 2 |
|
|
2018
Q1 | $20M | Buy |
+595,313
| New | +$20M | 9.75% | 2 |
|