IA
SPYM

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Insight Advisors's SPYM Position: Q1 2026 in Review

Insight Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 7.2% in Q1 2026, buying an estimated $241K and bringing the position to 44,722 shares worth $3.42M. The position accounts for 0.65% of the portfolio, ranked #23.

Insight Advisors first reported a position in SPYM in Q4 2020 and has held it in 22 quarters since. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Insight Advisors held 44,722 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.42M as of Q1 2026.
  • Insight Advisors bought 3,012 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $241K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.65% of Insight Advisors's portfolio in Q1 2026, its #23 holding.
  • Insight Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.