Insight Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
|
|||||
|
2025
Q1 | $633K | Buy |
|
|||||
|
2024
Q4 | $605K | Buy |
|
|||||
|
2024
Q3 | $591K | Sell |
|
|||||
|
2024
Q2 | $561K | Buy |
|
|||||
|
2024
Q1 | $510K | Sell |
|
|||||
|
2023
Q4 | $541K | Sell |
|
|||||
|
2023
Q3 | $495K | Buy |
|
|||||
|
2023
Q2 | $512K | Sell |
|
|||||
|
2023
Q1 | $542K | Buy |
|
|||||
|
2022
Q4 | $382K | Sell |
|
|||||
|
2022
Q3 | $406K | Sell |
|
|||||
|
2022
Q2 | $432K | Sell |
|
|||||
|
2022
Q1 | $1.28M | Sell |
|
|||||
|
2021
Q4 | $1.62M | Buy |
|
|||||
|
2021
Q3 | $257K | Sell |
|
|||||
|
2021
Q2 | $299K | Hold |
|
|||||
|
2021
Q1 | $277K | Buy |
|
|||||
|
2020
Q4 | $241K | Sell |
|
|||||
|
2020
Q3 | $231K | Sell |
|
|||||
|
2020
Q2 | $277K | Sell |
|
|||||
|
2020
Q1 | $355K | Buy |
|
|||||
|
2019
Q4 | $437K | Buy |
|