INSPIRION WEALTH ADVISORS, LLC SPYV Holdings History
INSPIRION WEALTH ADVISORS, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, INSPIRION WEALTH ADVISORS, LLC held 536,296.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $28.07 Mil. This investment constitutes 3.72% of their stock portfolio, and INSPIRION WEALTH ADVISORS, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then INSPIRION WEALTH ADVISORS, LLC has made 2 purchases of SPYV, at an average price of $31.48, for a total of 897,770.00 shares. In addition, there have been 22 sales at an average price of $39.75 for 361,474.00 shares. Based on historical transaction data and SPYV's current price of $52.87, INSPIRION WEALTH ADVISORS, LLC's estimated gain on his SPYV holdings is $14.46 Mil, reflecting a 51.16% gain to date.
INSPIRION WEALTH ADVISORS, LLC SPYV ($52.87) Holding Chart
INSPIRION WEALTH ADVISORS, LLC SPYV ($52.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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