Insight Wealth Partners
SPY icon

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
Q3 		$1.88M Sell
2,465
-599,362
-100% -$455M 0.25% 41
2026
Q2 		$449M Buy
601,827
+599,222
+23,003% +$434M 60.34% 1
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

CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CV Advisors
CV Advisors Aventura, Florida $594M AUM 18% 1-Year Est. Return

Insight Wealth Partners's SPY Position: Q3 2026 in Review

Insight Wealth Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 100% in Q3 2026, selling an estimated $455M and leaving 2,465 shares worth $1.88M. The position accounts for 0.25% of the portfolio, ranked #41.

Insight Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 28 quarters since. The position peaked at $449M in Q2 2026. 1,767 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Insight Wealth Partners held 2,465 shares of State Street SPDR S&P 500 ETF Trust worth $1.88M as of Q3 2026.
  • Insight Wealth Partners sold 599,362 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $455M.
  • State Street SPDR S&P 500 ETF Trust made up 0.25% of Insight Wealth Partners's portfolio in Q3 2026, its #41 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 28 quarters since.
  • Insight Wealth Partners's State Street SPDR S&P 500 ETF Trust position peaked at $449M in Q2 2026.
  • 1,767 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.