IA
Insight Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6M | Buy |
33,346
+2,528
| +8% | +$1.56M | 3.3% | 4 |
|
|
2025
Q1 | $17.2M | Buy |
30,818
+2,688
| +10% | +$1.5M | 3% | 5 |
|
|
2024
Q4 | $16.5M | Buy |
28,130
+5,542
| +25% | +$3.26M | 2.79% | 5 |
|
|
2024
Q3 | $13M | Buy |
22,588
+3,484
| +18% | +$2M | 2.23% | 5 |
|
|
2024
Q2 | $10.4M | Buy |
19,104
+7,854
| +70% | +$4.27M | 1.88% | 5 |
|
|
2024
Q1 | $5.88M | Buy |
11,250
+728
| +7% | +$381K | 1.13% | 7 |
|
|
2023
Q4 | $5M | Buy |
10,522
+4,248
| +68% | +$2.02M | 1.06% | 10 |
|
|
2023
Q3 | $2.68M | Buy |
6,274
+572
| +10% | +$244K | 0.61% | 23 |
|
|
2023
Q2 | $2.53M | Buy |
5,702
+118
| +2% | +$52.3K | 0.56% | 29 |
|
|
2023
Q1 | $2.29M | Sell |
5,584
-343
| -6% | -$140K | 0.54% | 29 |
|
|
2022
Q4 | $2.26M | Sell |
5,927
-176
| -3% | -$67K | 0.79% | 29 |
|
|
2022
Q3 | $2.18M | Buy |
6,103
+24
| +0.4% | +$8.57K | 0.86% | 29 |
|
|
2022
Q2 | $2.51M | Buy |
6,079
+88
| +1% | +$36.3K | 0.85% | 28 |
|
|
2022
Q1 | $2.71M | Buy |
5,991
+862
| +17% | +$389K | 0.81% | 24 |
|
|
2021
Q4 | $2.44M | Buy |
5,129
+414
| +9% | +$197K | 0.72% | 32 |
|
|
2021
Q3 | $2.2M | Buy |
4,715
+18
| +0.4% | +$8.4K | 0.66% | 37 |
|
|
2021
Q2 | $2.06M | Sell |
4,697
-145
| -3% | -$63.5K | 0.64% | 37 |
|
|
2021
Q1 | $2.02M | Buy |
4,842
+238
| +5% | +$99.3K | 0.64% | 37 |
|
|
2020
Q4 | $1.72M | Buy |
+4,604
| New | +$1.72M | 0.65% | 42 |
|