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Capital Insight Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Capital Insight Partners’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,290
Closed -$2.93M – 98
2025
Q4 		$2.93M Sell
4,290
-1,814
-30% -$1.23M 0.62% 51
2025
Q3 		$4.07M Buy
6,104
+44
+0.7% +$28.2K 0.67% 49
2025
Q2 		$3.74M Sell
6,060
-57
-0.9% -$32.6K 0.65% 49
2025
Q1 		$3.42M Sell
6,117
-263
-4% -$155K 0.6% 55
2024
Q4 		$3.74M Sell
6,380
-134
-2% -$78.9K 0.65% 53
2024
Q3 		$3.74M Sell
6,514
-111
-2% -$61.4K 0.65% 55
2024
Q2 		$3.61M Sell
6,625
-58
-0.9% -$30.4K 0.68% 53
2024
Q1 		$3.5M Sell
6,683
-530
-7% -$264K 0.65% 57
2023
Q4 		$3.43M Sell
7,213
-301
-4% -$134K 0.7% 48
2023
Q3 		$3.21M Sell
7,514
-154
-2% -$68.5K 0.73% 46
2023
Q2 		$3.4M Buy
7,668
+1,163
+18% +$488K 0.76% 44
2023
Q1 		$2.66M Buy
+6,505
New +$2.6M 0.63% 54
2022
Q4 		– Sell
-6,344
Closed -$2.27M – 161
2022
Q3 		$2.27M Sell
6,344
-787
-11% -$313K 0.61% 57
2022
Q2 		$2.69M Sell
7,131
-536
-7% -$220K 0.63% 53
2022
Q1 		$3.46M Sell
7,667
-2,405
-24% -$1.07M 0.71% 48
2021
Q4 		$4.78M Sell
10,072
-468
-4% -$215K 0.97% 30
2021
Q3 		$4.52M Sell
10,540
-246
-2% -$109K 0.98% 28
2021
Q2 		$4.62M Sell
10,786
-585
-5% -$244K 1.04% 25
2021
Q1 		$4.51M Sell
11,371
-213
-2% -$82.1K 1.1% 25
2020
Q4 		$4.33M Sell
11,584
-166
-1% -$58.9K 1.09% 25
2020
Q3 		$3.94M Buy
11,750
+19
+0.2% +$6.3K 1.11% 23
2020
Q2 		$3.62M Buy
11,731
+10,734
+1,077% +$3.14M 1.14% 20
2020
Q1 		$257K Sell
997
-10
-1% -$3.05K 0.14% 82
2019
Q4 		$324K Buy
+1,007
New +$310K 0.15% 83

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Insight Partners's SPY Position: Q1 2026 in Review

Capital Insight Partners sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2026, closing a stake of 4,290 shares — an estimated $2.93M sold.

Capital Insight Partners first reported a position in SPY in Q4 2019 and held it in 24 quarters. The position peaked at $4.78M in Q4 2021. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Capital Insight Partners reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 4,290 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.93M.
  • Capital Insight Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and held it in 24 quarters.
  • Capital Insight Partners's State Street SPDR S&P 500 ETF Trust position peaked at $4.78M in Q4 2021.
  • 4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.