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

Insight Advisors’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	$21.9M	Sell	33,739 -359	-1%	-$244K	4.18%	4
2025 Q4	$23.3M	Buy	34,098 +139	+0.4%	+$93.9K	3.52%	5
2025 Q3	$22.6M	Buy	33,959 +613	+2%	+$393K	3.46%	4
2025 Q2	$20.6M	Buy	33,346 +2,528	+8%	+$1.45M	3.3%	4
2025 Q1	$17.2M	Buy	30,818 +2,688	+10%	+$1.58M	3%	5
2024 Q4	$16.5M	Buy	28,130 +5,542	+25%	+$3.27M	2.79%	5
2024 Q3	$13M	Buy	22,588 +3,484	+18%	+$1.93M	2.23%	5
2024 Q2	$10.4M	Buy	19,104 +7,854	+70%	+$4.11M	1.88%	5
2024 Q1	$5.88M	Buy	11,250 +728	+7%	+$362K	1.13%	7
2023 Q4	$5M	Buy	10,522 +4,248	+68%	+$1.89M	1.06%	10
2023 Q3	$2.68M	Buy	6,274 +572	+10%	+$254K	0.61%	23
2023 Q2	$2.53M	Buy	5,702 +118	+2%	+$49.5K	0.56%	29
2023 Q1	$2.29M	Sell	5,584 -343	-6%	-$137K	0.54%	29
2022 Q4	$2.26M	Sell	5,927 -176	-3%	-$67.6K	0.79%	29
2022 Q3	$2.18M	Buy	6,103 +24	+0.4%	+$9.53K	0.86%	29
2022 Q2	$2.51M	Buy	6,079 +88	+1%	+$36K	0.85%	28
2022 Q1	$2.71M	Buy	5,991 +862	+17%	+$384K	0.81%	24
2021 Q4	$2.44M	Buy	5,129 +414	+9%	+$190K	0.72%	32
2021 Q3	$2.2M	Buy	4,715 +18	+0.4%	+$7.94K	0.66%	37
2021 Q2	$2.06M	Sell	4,697 -145	-3%	-$60.5K	0.64%	37
2021 Q1	$2.02M	Buy	4,842 +238	+5%	+$91.8K	0.64%	37
2020 Q4	$1.72M	Buy	+4,604	New	+$1.63M	0.65%	42

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 Advisors's SPY Position: Q1 2026 in Review

Insight Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.1% in Q1 2026, selling an estimated $244K and leaving 33,739 shares worth $21.9M. The position accounts for 4.18% of the portfolio, ranked #4.

Insight Advisors first reported a position in SPY in Q4 2020 and has held it in 22 quarters since. The position peaked at $23.3M in Q4 2025. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Insight Advisors held 33,739 shares of State Street SPDR S&P 500 ETF Trust worth $21.9M as of Q1 2026.
Insight Advisors sold 359 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $244K.
State Street SPDR S&P 500 ETF Trust made up 4.18% of Insight Advisors's portfolio in Q1 2026, its #4 holding.
Insight Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2020 and has held it in 22 quarters since.
Insight Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $23.3M 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 Advisors's 13F filing for Q1 2026, filed 12 May 2026.