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

Insight Inv LLC’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
2023 Q1	–	Sell	-2,717	Closed	-$1.04M	–	97
2022 Q4	$1.04M	Hold	2,717	–	–	1.05%	47
2022 Q3	$970K	Hold	2,717	–	–	1.08%	45
2022 Q2	$1.02M	Hold	2,717	–	–	1.03%	45
2022 Q1	$1.23M	Hold	2,717	–	–	1.11%	42
2021 Q4	$1.29M	Buy	+2,717	New	+$1.25M	1.19%	39

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Insight Inv LLC's SPY Position: Q1 2023 in Review

Insight Inv LLC sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q1 2023, closing a stake of 2,717 shares — an estimated $1.04M sold.

Insight Inv LLC first reported a position in SPY in Q4 2021 and held it in 5 quarters. The position peaked at $1.29M in Q4 2021. 3,253 funds tracked by Wall St. Rank hold SPY as of Q1 2023.

Insight Inv LLC reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q1 2023 after selling out during the quarter.
Insight Inv LLC sold 2,717 State Street SPDR S&P 500 ETF Trust shares in Q1 2023, an estimated $1.04M.
Insight Inv LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and held it in 5 quarters.
Insight Inv LLC's State Street SPDR S&P 500 ETF Trust position peaked at $1.29M in Q4 2021.
3,253 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2023.

Based on Insight Inv LLC's 13F filing for Q1 2023, filed 12 May 2023.