Insight Wealth Partners’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
1,330
+199
| +18% | +$123K | 0.32% | 51 |
|
|
2025
Q1 | $633K | Buy |
1,131
+99
| +10% | +$55.4K | 0.11% | 58 |
|
|
2024
Q4 | $605K | Buy |
1,032
+2
| +0.2% | +$1.17K | 0.08% | 56 |
|
|
2024
Q3 | $591K | Sell |
1,030
-1
| -0.1% | -$574 | 0.12% | 59 |
|
|
2024
Q2 | $561K | Buy |
1,031
+56
| +6% | +$30.5K | 0.1% | 56 |
|
|
2024
Q1 | $510K | Sell |
975
-164
| -14% | -$85.8K | 0.09% | 54 |
|
|
2023
Q4 | $541K | Sell |
1,139
-19
| -2% | -$9.03K | 0.09% | 47 |
|
|
2023
Q3 | $495K | Buy |
1,158
+4
| +0.3% | +$1.71K | 0.1% | 48 |
|
|
2023
Q2 | $512K | Sell |
1,154
-171
| -13% | -$75.8K | 0.12% | 49 |
|
|
2023
Q1 | $542K | Buy |
1,325
+325
| +33% | +$133K | 0.12% | 37 |
|
|
2022
Q4 | $382K | Sell |
1,000
-137
| -12% | -$52.4K | 0.29% | 36 |
|
|
2022
Q3 | $406K | Sell |
1,137
-9
| -0.8% | -$3.21K | 0.38% | 37 |
|
|
2022
Q2 | $432K | Sell |
1,146
-1,692
| -60% | -$638K | 0.32% | 37 |
|
|
2022
Q1 | $1.28M | Sell |
2,838
-565
| -17% | -$255K | 0.71% | 20 |
|
|
2021
Q4 | $1.62M | Buy |
3,403
+2,803
| +467% | +$1.33M | 0.3% | 19 |
|
|
2021
Q3 | $257K | Sell |
600
-98
| -14% | -$42K | 0.14% | 48 |
|
|
2021
Q2 | $299K | Hold |
698
| – | – | 0.16% | 46 |
|
|
2021
Q1 | $277K | Buy |
698
+54
| +8% | +$21.4K | 0.14% | 45 |
|
|
2020
Q4 | $241K | Sell |
644
-46
| -7% | -$17.2K | 0.15% | 44 |
|
|
2020
Q3 | $231K | Sell |
690
-208
| -23% | -$69.6K | 0.22% | 44 |
|
|
2020
Q2 | $277K | Sell |
898
-479
| -35% | -$148K | 0.28% | 33 |
|
|
2020
Q1 | $355K | Buy |
1,377
+18
| +1% | +$4.64K | 0.46% | 28 |
|
|
2019
Q4 | $437K | Buy |
+1,359
| New | +$437K | 0.43% | 31 |
|