INSPIRION WEALTH ADVISORS, LLC – SPDR Portfolio S&P 500 Value ETF Transaction History
INSPIRION WEALTH ADVISORS, LLC portfolio value:
$23.59M
portfolio value
INSPIRION WEALTH ADVISORS, LLC quarter portfolio value change:
-6.33%
quarter
SPDR Portfolio S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.59% | -4.04K shares | -1.74M | $34.49 | 684.05K |
| Q2 2022 | share | Decrease | -2.37% | -16.73K shares | -4.09M | $36.82 | 688.09K |
| Q1 2022 | share | Decrease | -4.90% | -36.28K shares | -1.7M | $41.75 | 704.82K |
| Q4 2021 | share | Decrease | -2.92% | -22.31K shares | 1.35M | $42 | 741.11K |
| Q3 2021 | share | Decrease | -4.38% | -34.93K shares | -1.79M | $39 | 763.43K |
| Q2 2021 | share | Decrease | -1.55% | -12.56K shares | 834K | $39.35 | 798.37K |
| Q1 2021 | share | Decrease | -1.92% | -15.89K shares | 2.29M | $37.53 | 810.93K |
| Q4 2020 | share | Decrease | -0.78% | -6.49K shares | 3.26M | $33.84 | 826.82K |
| Q3 2020 | share | Decrease | -5.42% | -47.77K shares | -368K | $29.54 | 833.32K |
| Q2 2020 | share | Decrease | -1.21% | -10.81K shares | 2.48M | $28.17 | 881.10K |
| Q1 2020 | share | Decrease | -0.65% | -5.85K shares | -8.29M | $24.94 | 891.91K |
| Q4 2019 | share | Increase | +0.12% | 1.10K shares | 2.68M | $33.35 | 897.77K |
| Q3 2019 | share | Increase | +2.58% | 22.53K shares | 1.31M | $30.35 | 896.66K |
| Q2 2019 | share | Increase | +5.16% | 42.89K shares | 2.17M | $29.53 | 874.13K |
| Q1 2019 | share | Increase | +2.93% | 23.68K shares | 3.23M | $28.4 | 831.24K |
| Q4 2018 | share | Decrease | -4.40% | -37.13K shares | -4.35M | $25.33 | 807.55K |
| Q3 2018 | share | Increase | +7.13% | 56.22K shares | 2.92M | $28.77 | 844.69K |
| Q2 2018 | share | Increase | +3.77% | 28.64K shares | 1.02M | $27.2 | 788.46K |
| Q1 2018 | share | Increase | 0.00% | 759.82K shares | 22.33M | $26.82 | 759.82K |