Inspirion Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Inspirion Wealth Advisors, LLC

  • $778 Million
  • Q4 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 491,618 shares of SPYV stock, worth $27.6 Million. This represents 3.55% of its overall portfolio holdings.

Number of Shares
491,618
Previous 569,290 13.64%
Holding current value
$27.6 Million
Previous $31.5 Million 12.33%
% of portfolio
3.55%
Previous 4.06%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$54.27 - $56.85 $4.22 Million - $4.42 Million
-77,672 Reduced 13.64%
491,618 $27.6 Million
Q3 2025

Oct 06, 2025
BUY
$52.12 - $55.33 $1.72 Million - $1.83 Million
32,994 Added 6.15%
569,290 $31.5 Million
Q2 2025

Jul 09, 2025
SELL
$45.11 - $52.34 $432,695 - $502,045
-9,592 Reduced 1.76%
536,296 $28.1 Million
Q1 2025

Apr 09, 2025
SELL
$49.78 - $53.19 $980,765 - $1.05 Million
-19,702 Reduced 3.48%
545,888 $27.6 Million
Q4 2024

Jan 14, 2025
SELL
$51.09 - $55.27 $189,033 - $204,499
-3,700 Reduced 0.65%
565,590 $28.9 Million
Q3 2024

Oct 04, 2024
SELL
$48.51 - $52.86 $466,617 - $508,460
-9,619 Reduced 1.66%
569,290 $30.1 Million
Q2 2024

Jul 12, 2024
SELL
$47.37 - $50.09 $301,462 - $318,772
-6,364 Reduced 1.09%
578,909 $28.2 Million
Q1 2024

Apr 12, 2024
SELL
$45.88 - $50.1 $476,096 - $519,887
-10,377 Reduced 1.74%
585,273 $29.3 Million
Q4 2023

Jan 10, 2024
SELL
$39.63 - $46.73 $366,934 - $432,673
-9,259 Reduced 1.53%
595,650 $27.8 Million
Q3 2023

Oct 13, 2023
SELL
$41.15 - $44.69 $504,334 - $547,720
-12,256 Reduced 1.99%
604,909 $25 Million
Q2 2023

Jul 20, 2023
SELL
$40.17 - $43.27 $51,337 - $55,299
-1,278 Reduced 0.21%
617,165 $26.7 Million
Q1 2023

Apr 07, 2023
SELL
$38.68 - $42.77 $1.19 Million - $1.32 Million
-30,849 Reduced 4.75%
618,443 $25.2 Million
Q4 2022

Jan 18, 2023
SELL
$34.79 - $40.71 $1.21 Million - $1.42 Million
-34,762 Reduced 5.08%
649,292 $0
Q3 2022

Oct 18, 2022
SELL
$34.49 - $40.43 $139,408 - $163,418
-4,042 Reduced 0.59%
684,054 $23.6 Million
Q2 2022

Jul 27, 2022
SELL
$35.93 - $42.52 $601,180 - $711,444
-16,732 Reduced 2.37%
688,096 $25.3 Million
Q1 2022

Apr 14, 2022
SELL
$39.54 - $42.64 $1.43 Million - $1.55 Million
-36,287 Reduced 4.9%
704,828 $29.4 Million
Q4 2021

Jan 21, 2022
SELL
$39.14 - $42.04 $873,526 - $938,248
-22,318 Reduced 2.92%
741,115 $31.1 Million
Q3 2021

Oct 08, 2021
SELL
$38.51 - $40.73 $1.35 Million - $1.42 Million
-34,938 Reduced 4.38%
763,433 $29.8 Million
Q2 2021

Jul 16, 2021
SELL
$38.15 - $40.6 $479,316 - $510,098
-12,564 Reduced 1.55%
798,371 $31.6 Million
Q1 2021

Apr 15, 2021
SELL
$33.86 - $38.29 $538,170 - $608,581
-15,894 Reduced 1.92%
810,935 $30.7 Million
Q4 2020

Jan 22, 2021
SELL
$29.5 - $34.42 $191,691 - $223,661
-6,498 Reduced 0.78%
826,829 $28.4 Million
Q3 2020

Oct 14, 2020
SELL
$28.64 - $31.68 $1.37 Million - $1.51 Million
-47,775 Reduced 5.42%
833,327 $25.2 Million
Q2 2020

Jul 09, 2020
SELL
$24.7 - $32.15 $267,155 - $347,734
-10,816 Reduced 1.21%
881,102 $25.5 Million
Q1 2020

Apr 23, 2020
SELL
$22.11 - $35.37 $129,387 - $206,985
-5,852 Reduced 0.65%
891,918 $23 Million
Q4 2019

Jan 14, 2020
BUY
$30.96 - $35.07 $34,148 - $38,682
1,103 Added 0.12%
897,770 $31.3 Million
Q3 2019

Oct 22, 2019
BUY
$31.79 - $32.44 $716,260 - $730,905
22,531 Added 2.58%
896,667 $28.7 Million
Q2 2019

Jul 15, 2019
BUY
N/A
42,891 Added 5.16%
874,136 $27.3 Million
Q1 2019

Apr 16, 2019
BUY
N/A
23,687 Added 2.93%
831,245 $25.2 Million
Q4 2018

Jan 22, 2019
SELL
N/A
-37,136 Reduced 4.4%
807,558 $21.9 Million
Q3 2018

Nov 14, 2018
BUY
N/A
56,225 Added 7.13%
844,694 $26.3 Million
Q2 2018

Jul 19, 2018
BUY
N/A
28,643 Added 3.77%
788,469 $23.4 Million
Q1 2018

Apr 18, 2018
BUY
N/A
759,826 New
759,826 $22.3 Million

Others Institutions Holding SPYV

# of Institutions
1,185
Shares Held
476M
Call Options Held
127K
Put Options Held
14.4K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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