Financial Insights’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Financial Insights’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 Q2	$207K	Buy	+277	New	+$201K	0.05%	145
2022 Q1	–	Sell	-873	Closed	-$415K	–	87
2021 Q4	$415K	Sell	873 -16	-2%	-$7.34K	0.36%	49
2021 Q3	$382K	Sell	889 -97	-10%	-$42.8K	0.35%	53
2021 Q2	$422K	Buy	986 +30	+3%	+$12.5K	0.35%	45
2021 Q1	$379K	Sell	956 -55	-5%	-$21.2K	0.28%	50
2020 Q4	$378K	Sell	1,011 -10	-1%	-$3.55K	0.29%	49
2020 Q3	$342K	Buy	1,021 +555	+119%	+$184K	0.29%	50
2020 Q2	$327K	Sell	466 -1,422	-75%	-$416K	0.29%	51
2020 Q1	$487K	Buy	+1,888	New	+$576K	0.51%	34

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Insights's SPY Position: Q2 2026 in Review

Financial Insights opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 277 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings. This is a return to the name: Financial Insights previously reported a position in SPY as recently as Q4 2021.

Financial Insights first reported a position in SPY in Q1 2020 and has held it in 9 quarters since. The position peaked at $487K in Q1 2020. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Financial Insights held 277 shares of State Street SPDR S&P 500 ETF Trust worth $207K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Financial Insights position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Financial Insights's portfolio in Q2 2026, its #145 holding.
Financial Insights first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2020 and has held it in 9 quarters since.
Financial Insights's State Street SPDR S&P 500 ETF Trust position peaked at $487K in Q1 2020.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.