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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.3M	Sell	201,179 -98,929	-33%	-$5.92M	1.4%	19
2026 Q1	$17M	Sell	300,108 -191,510	-39%	-$11.1M	2.11%	16
2025 Q4	$27.9M	Sell	491,618 -77,672	-14%	-$4.36M	3.42%	8
2025 Q3	$30.1M	Buy	569,290 +32,994	+6%	+$1.78M	4.21%	8
2025 Q2	$28.1M	Sell	536,296 -9,592	-2%	-$479K	3.72%	9
2025 Q1	$27.9M	Sell	545,888 -19,702	-3%	-$1.02M	3.87%	9
2024 Q4	$28.9M	Sell	565,590 -3,700	-0.6%	-$197K	4.04%	9
2024 Q3	$30.1M	Sell	569,290 -9,619	-2%	-$490K	4.21%	8
2024 Q2	$28.2M	Sell	578,909 -6,364	-1%	-$311K	4.32%	7
2024 Q1	$29.3M	Sell	585,273 -10,377	-2%	-$495K	4.85%	7
2023 Q4	$28M	Sell	595,650 -9,259	-2%	-$399K	5.04%	7
2023 Q3	$25M	Sell	604,909 -12,256	-2%	-$531K	4.87%	7
2023 Q2	$26.7M	Sell	617,165 -1,278	-0.2%	-$52.8K	5.11%	7
2023 Q1	$25.2M	Sell	618,443 -30,849	-5%	-$1.25M	5.05%	7
2022 Q4	$25.3M	Sell	649,292 -34,762	-5%	-$1.33M	5.35%	6
2022 Q3	$23.6M	Sell	684,054 -4,042	-0.6%	-$153K	5.32%	6
2022 Q2	$25.3M	Sell	688,096 -16,732	-2%	-$663K	5.56%	6
2022 Q1	$29.4M	Sell	704,828 -36,287	-5%	-$1.5M	6.02%	6
2021 Q4	$31.1M	Sell	741,115 -22,318	-3%	-$911K	6.56%	7
2021 Q3	$29.8M	Sell	763,433 -34,938	-4%	-$1.4M	6.85%	6
2021 Q2	$31.6M	Sell	798,371 -12,564	-2%	-$497K	7.78%	3
2021 Q1	$30.7M	Sell	810,935 -15,894	-2%	-$575K	8.15%	2
2020 Q4	$28.4M	Sell	826,829 -6,498	-0.8%	-$211K	8%	2
2020 Q3	$25.2M	Sell	833,327 -47,775	-5%	-$1.45M	8.65%	3
2020 Q2	$25.5M	Sell	881,102 -10,816	-1%	-$308K	10.02%	2
2020 Q1	$23M	Sell	891,918 -5,852	-0.7%	-$187K	11.37%	1
2019 Q4	$31.3M	Buy	897,770 +1,103	+0.1%	+$36.9K	10.58%	1
2019 Q3	$28.7M	Buy	896,667 +22,531	+3%	+$709K	12.55%	1
2019 Q2	$27.3M	Buy	874,136 +42,891	+5%	+$1.32M	11.81%	1
2019 Q1	$25.2M	Buy	831,245 +23,687	+3%	+$698K	11.15%	1
2018 Q4	$21.9M	Sell	807,558 -37,136	-4%	-$1.09M	10.95%	1
2018 Q3	$26.3M	Buy	844,694 +56,225	+7%	+$1.73M	11.15%	1
2018 Q2	$23.4M	Buy	788,469 +28,643	+4%	+$853K	11%	1
2018 Q1	$22.3M	Buy	+759,826	New	+$23.3M	10.92%	1

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

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

Inspirion Wealth Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 33% in Q2 2026, selling an estimated $5.92M and leaving 201,179 shares worth $12.3M. The position accounts for 1.4% of the portfolio, ranked #19.

Inspirion Wealth Advisors first reported a position in SPYV in Q1 2018 and has held it in 34 quarters since. The position peaked at $31.6M in Q2 2021. 617 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Inspirion Wealth Advisors held 201,179 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $12.3M as of Q2 2026.
Inspirion Wealth Advisors sold 98,929 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $5.92M.
State Street SPDR Portfolio S&P 500 Value ETF made up 1.4% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Inspirion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2018 and has held it in 34 quarters since.
Inspirion Wealth Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $31.6M in Q2 2021.
617 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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