Insight 2811 Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Insight 2811 Inc’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	$6.5M	Buy	10,000 +1,500	+18%	+$1.02M	2.72%	9
2025 Q4	$249K	Buy	+8,500	New	+$5.75M	0.11%	82
2025 Q2	–	Sell	-6,500	Closed	-$336K	–	94
2025 Q1	$336K	Hold	6,500	–	–	0.17%	65
2024 Q4	$235K	Buy	+6,500	New	+$3.83M	0.12%	77
2024 Q2	–	Sell	-13,400	Closed	-$106K	–	89
2024 Q1	$106K	Buy	13,400 +500	+4%	+$249K	0.05%	84
2023 Q4	$253K	Buy	+12,900	New	+$5.75M	0.14%	69
2020 Q2	–	Sell	-3,000	Closed	-$205K	–	74
2020 Q1	$205K	Buy	+3,000	New	+$915K	0.15%	55
2019 Q3	–	Sell	-16,500	Closed	-$89K	–	90
2019 Q2	$89K	Buy	+16,500	New	+$4.75M	0.06%	85

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insight 2811 Inc's SPY Position: Q1 2026 in Review

Insight 2811 Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.6% in Q1 2026, buying an estimated $44.2K and bringing the position to 4,008 shares worth $2.61M. The position accounts for 1.09% of the portfolio, ranked #13.

Insight 2811 Inc first reported a position in SPY in Q2 2013 and has held it in 16 quarters since. The position peaked at $2.69M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Insight 2811 Inc held 4,008 shares of State Street SPDR S&P 500 ETF Trust worth $2.61M as of Q1 2026.
Insight 2811 Inc bought 65 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $44.2K.
State Street SPDR S&P 500 ETF Trust made up 1.09% of Insight 2811 Inc's portfolio in Q1 2026, its #13 holding.
Insight 2811 Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 16 quarters since.
Insight 2811 Inc's State Street SPDR S&P 500 ETF Trust position peaked at $2.69M in Q4 2025.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.