INSPIRION WEALTH ADVISORS, LLC – SPDR S&P 500 ETF Trust Transaction History
INSPIRION WEALTH ADVISORS, LLC portfolio value:
$1.82M
portfolio value
INSPIRION WEALTH ADVISORS, LLC quarter portfolio value change:
-5.32%
quarter
SPDR S&P 500 ETF Trust 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.16% | 8 shares | -100K | $357.18 | 5.09K |
| Q2 2022 | share | Increase | +0.30% | 15 shares | -371K | $377.25 | 5.08K |
| Q1 2022 | share | Decrease | -0.86% | -44 shares | -140K | $451.64 | 5.07K |
| Q4 2021 | share | Decrease | -2.53% | -133 shares | 178K | $476.16 | 5.11K |
| Q3 2021 | share | Decrease | -0.21% | -11 shares | 1K | $429.14 | 5.25K |
| Q2 2021 | share | Increase | +0.57% | 30 shares | 179K | $426.68 | 5.26K |
| Q1 2021 | share | Decrease | -0.15% | -8 shares | 114K | $393.75 | 5.23K |
| Q4 2020 | share | Decrease | -8.25% | -471 shares | 47K | $370.23 | 5.23K |
| Q3 2020 | share | Decrease | -2.89% | -170 shares | 99K | $330.21 | 5.71K |
| Q2 2020 | share | Decrease | -0.34% | -20 shares | 292K | $302.82 | 5.88K |
| Q1 2020 | share | Decrease | -8.94% | -579 shares | -564K | $252 | 5.9K |
| Q4 2019 | share | Decrease | -2.14% | -142 shares | 120K | $312.76 | 6.47K |
| Q3 2019 | share | Decrease | -5.13% | -358 shares | -80K | $286.98 | 6.62K |
| Q2 2019 | share | Increase | +0.66% | 46 shares | 87K | $282.02 | 6.97K |
| Q1 2019 | share | Decrease | -0.52% | -36 shares | 216K | $270.58 | 6.93K |
| Q4 2018 | share | Increase | +1.00% | 69 shares | -264K | $238.35 | 6.96K |
| Q3 2018 | share | Increase | +1.32% | 90 shares | 159K | $275.61 | 6.9K |
| Q2 2018 | share | Increase | +0.77% | 52 shares | 69K | $256.02 | 6.81K |
| Q1 2018 | share | Increase | +0.03% | 2 shares | -25K | $247.24 | 6.75K |
| Q4 2017 | share | Decrease | -0.19% | -13 shares | 103K | $249.73 | 6.75K |
| Q3 2017 | share | Decrease | -2.84% | -198 shares | 15K | $233.91 | 6.76K |
| Q2 2017 | share | Increase | +2.99% | 202 shares | 90K | $224.02 | 6.96K |
| Q1 2017 | share | Decrease | -0.70% | -48 shares | 72K | $217.35 | 6.76K |
| Q4 2016 | share | Increase | +0.01% | 1 shares | 50K | $205.2 | 6.81K |
| Q3 2016 | share | Increase | +0.03% | 2 shares | 46K | $197.4 | 6.81K |
| Q2 2016 | share | Increase | +0.03% | 2 shares | 28K | $190.21 | 6.81K |
| Q1 2016 | share | Increase | +2.16% | 144 shares | 40K | $185.64 | 6.80K |