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

Inspirion Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$395K	Buy	4,498 +3	+0.1%	+$256	0.05%	122
2026 Q1	$344K	Sell	4,495 -56	-1%	-$4.48K	0.04%	125
2025 Q4	$365K	Sell	4,551 -480	-10%	-$38.2K	0.04%	122
2025 Q3	$340K	Buy	5,031 +89	+2%	+$6.71K	0.05%	114
2025 Q2	$359K	Buy	4,942 +2	+0%	+$134	0.05%	114
2025 Q1	$325K	Sell	4,940 -94	-2%	-$6.5K	0.05%	117
2024 Q4	$349K	Buy	5,034 +3	+0.1%	+$208	0.05%	115
2024 Q3	$340K	Buy	5,031 +77	+2%	+$5.01K	0.05%	114
2024 Q2	$317K	Buy	4,954 +3	+0.1%	+$185	0.05%	119
2024 Q1	$305K	Buy	4,951 +2	+0%	+$117	0.05%	119
2023 Q4	$275K	Buy	4,949 +4	+0.1%	+$210	0.05%	117
2023 Q3	$249K	Buy	4,945 +22	+0.4%	+$1.15K	0.05%	119
2023 Q2	$257K	Buy	4,923 +3	+0.1%	+$148	0.05%	119
2023 Q1	$237K	Sell	4,920 -89	-2%	-$4.18K	0.05%	122
2022 Q4	$225K	Buy	+5,009	New	+$226K	0.05%	115
2020 Q4	–	Sell	-5,589	Closed	-$220K	–	84
2020 Q3	$220K	Sell	5,589 -62,421	-92%	-$2.43M	0.08%	74
2020 Q2	$2.46M	Sell	68,010 -4,790	-7%	-$165K	0.97%	18
2020 Q1	$2.2M	Sell	72,800 -44,421	-38%	-$1.59M	1.09%	18
2019 Q4	$4.43M	Sell	117,221 -1,757	-1%	-$63.5K	1.5%	14
2019 Q3	$4.15M	Sell	118,978 -586	-0.5%	-$20.4K	1.82%	11
2019 Q2	$4.13M	Buy	119,564 +7,960	+7%	+$270K	1.78%	13
2019 Q1	$3.71M	Buy	111,604 +5,435	+5%	+$173K	1.64%	13
2018 Q4	$3.1M	Sell	106,169 -3,195	-3%	-$101K	1.55%	14
2018 Q3	$3.73M	Buy	109,364 +1,739	+2%	+$58.1K	1.58%	13
2018 Q2	$3.43M	Buy	107,625 +23,566	+28%	+$748K	1.62%	13
2018 Q1	$2.6M	Buy	+84,059	New	+$2.69M	1.27%	14

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Inspirion Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.07% in Q2 2026, buying an estimated $256 and bringing the position to 4,498 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #122.

Inspirion Wealth Advisors first reported a position in SPYM in Q1 2018 and has held it in 26 quarters since. The position peaked at $4.43M in Q4 2019. 1,720 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Inspirion Wealth Advisors held 4,498 shares of State Street SPDR Portfolio S&P 500 ETF worth $395K as of Q2 2026.
Inspirion Wealth Advisors bought 3 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $256.
State Street SPDR Portfolio S&P 500 ETF made up 0.05% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #122 holding.
Inspirion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2018 and has held it in 26 quarters since.
Inspirion Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $4.43M in Q4 2019.
1,720 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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