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 Q3	$213K	Buy	279 +2	+0.7%	+$1.52K	0.05%	145
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Financial Insights's SPY Position: Q3 2026 in Review

Financial Insights increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.72% in Q3 2026, buying an estimated $1.52K and bringing the position to 279 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #145.

Financial Insights first reported a position in SPY in Q1 2020 and has held it in 10 quarters since. The position peaked at $487K in Q1 2020. 3,218 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Financial Insights held 279 shares of State Street SPDR S&P 500 ETF Trust worth $213K as of Q3 2026.
Financial Insights bought 2 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $1.52K.
State Street SPDR S&P 500 ETF Trust made up 0.05% of Financial Insights's portfolio in Q3 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 10 quarters since.
Financial Insights's State Street SPDR S&P 500 ETF Trust position peaked at $487K in Q1 2020.
3,218 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Financial Insights's 13F filing for Q3 2026, filed 27 Oct 2026.