Insight Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Insight Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.05M	Buy	46,057 +1,335	+3%	+$114K	0.71%	19
2026 Q1	$3.42M	Buy	44,722 +3,012	+7%	+$241K	0.65%	23
2025 Q4	$3.35M	Buy	41,710 +10,540	+34%	+$838K	0.51%	36
2025 Q3	$2.44M	Buy	31,170 +7,336	+31%	+$553K	0.37%	46
2025 Q2	$1.73M	Sell	23,834 -13	-0.1%	-$874	0.28%	56
2025 Q1	$1.57M	Sell	23,847 -2,345	-9%	-$162K	0.27%	60
2024 Q4	$1.81M	Buy	26,192 +4,418	+20%	+$306K	0.31%	54
2024 Q3	$1.47M	Buy	21,774 +590	+3%	+$38.4K	0.25%	70
2024 Q2	$1.36M	Buy	21,184 +532	+3%	+$32.8K	0.24%	69
2024 Q1	$1.27M	Buy	20,652 +1,603	+8%	+$93.9K	0.24%	71
2023 Q4	$1.06M	Buy	19,049 +344	+2%	+$18K	0.23%	76
2023 Q3	$940K	Sell	18,705 -5	-0%	-$262	0.21%	83
2023 Q2	$975K	Sell	18,710 -226	-1%	-$11.2K	0.22%	80
2023 Q1	$912K	Buy	18,936 +1,020	+6%	+$47.9K	0.21%	79
2022 Q4	$802K	Sell	17,916 -573	-3%	-$25.9K	0.28%	91
2022 Q3	$776K	Buy	18,489 +588	+3%	+$27.5K	0.3%	91
2022 Q2	$872K	Sell	17,901 -1,101	-6%	-$53.1K	0.3%	92
2022 Q1	$1.01M	Buy	19,002 +1,574	+9%	+$82.4K	0.3%	92
2021 Q4	$973K	Buy	17,428 +76	+0.4%	+$4.1K	0.29%	89
2021 Q3	$953K	Buy	17,352 +3,000	+21%	+$156K	0.28%	99
2021 Q2	$738K	Buy	14,352 +3,364	+31%	+$165K	0.23%	114
2021 Q1	$539K	Buy	10,988 +61	+0.6%	+$2.77K	0.17%	152
2020 Q4	$480K	Buy	+10,927	New	+$456K	0.18%	146

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Insight Advisors's SPYM Position: Q2 2026 in Review

Insight Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 3% in Q2 2026, buying an estimated $114K and bringing the position to 46,057 shares worth $4.05M. The position accounts for 0.71% of the portfolio, ranked #19.

Insight Advisors first reported a position in SPYM in Q4 2020 and has held it in 23 quarters since. 1,719 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Insight Advisors held 46,057 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.05M as of Q2 2026.
Insight Advisors bought 1,335 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $114K.
State Street SPDR Portfolio S&P 500 ETF made up 0.71% of Insight Advisors's portfolio in Q2 2026, its #19 holding.
Insight Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
1,719 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.