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

Insight Wealth Partners’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	$1.69M	Sell	2,605 -129	-5%	-$87.7K	0.24%	39
2025 Q4	$1.86M	Buy	2,734 +1,345	+97%	+$909K	0.26%	33
2025 Q3	$925K	Buy	1,389 +59	+4%	+$37.8K	0.28%	52
2025 Q2	$822K	Buy	1,330 +199	+18%	+$114K	0.32%	52
2025 Q1	$633K	Buy	1,131 +99	+10%	+$58.2K	0.11%	61
2024 Q4	$605K	Buy	1,032 +2	+0.2%	+$1.18K	0.08%	60
2024 Q3	$591K	Sell	1,030 -1	-0.1%	-$553	0.12%	63
2024 Q2	$561K	Buy	1,031 +56	+6%	+$29.3K	0.1%	60
2024 Q1	$510K	Sell	975 -164	-14%	-$81.6K	0.09%	58
2023 Q4	$541K	Sell	1,139 -19	-2%	-$8.46K	0.09%	51
2023 Q3	$495K	Buy	1,158 +4	+0.3%	+$1.78K	0.1%	52
2023 Q2	$512K	Sell	1,154 -171	-13%	-$71.8K	0.12%	52
2023 Q1	$542K	Buy	1,325 +325	+33%	+$130K	0.12%	40
2022 Q4	$382K	Sell	1,000 -137	-12%	-$52.7K	0.29%	37
2022 Q3	$406K	Sell	1,137 -9	-0.8%	-$3.57K	0.38%	38
2022 Q2	$432K	Sell	1,146 -1,692	-60%	-$693K	0.32%	38
2022 Q1	$1.28M	Sell	2,838 -565	-17%	-$252K	0.71%	21
2021 Q4	$1.62M	Buy	3,403 +2,803	+467%	+$1.29M	0.3%	22
2021 Q3	$257K	Sell	600 -98	-14%	-$43.2K	0.14%	51
2021 Q2	$299K	Hold	698	–	–	0.16%	49
2021 Q1	$277K	Buy	698 +54	+8%	+$20.8K	0.14%	46
2020 Q4	$241K	Sell	644 -46	-7%	-$16.3K	0.15%	45
2020 Q3	$231K	Sell	690 -208	-23%	-$68.9K	0.22%	45
2020 Q2	$277K	Sell	898 -479	-35%	-$140K	0.28%	35
2020 Q1	$355K	Buy	1,377 +18	+1%	+$5.49K	0.46%	29
2019 Q4	$437K	Buy	+1,359	New	+$418K	0.43%	32

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 Wealth Partners's SPY Position: Q1 2026 in Review

Insight Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.7% in Q1 2026, selling an estimated $87.7K and leaving 2,605 shares worth $1.69M. The position accounts for 0.24% of the portfolio, ranked #39.

Insight Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.86M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Insight Wealth Partners held 2,605 shares of State Street SPDR S&P 500 ETF Trust worth $1.69M as of Q1 2026.
Insight Wealth Partners sold 129 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $87.7K.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Insight Wealth Partners's portfolio in Q1 2026, its #39 holding.
Insight Wealth Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
Insight Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $1.86M in Q4 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.