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 Q2	–	Sell	-715,300	Closed	-$465M	–	141
2026 Q1	$465M	Sell	715,300 -2,300	-0.3%	-$1.56M	65.24%	1
2025 Q4	$489M	Buy	717,600 +800	+0.1%	+$541K	67.06%	1
2025 Q3	$102M	Sell	716,800 -26,500	-4%	-$17M	31.08%	1
2025 Q2	$77.4M	Sell	743,300 -21,500	-3%	-$12.3M	30.02%	1
2025 Q1	$428M	Sell	764,800 -183,800	-19%	-$108M	71.22%	1
2024 Q4	$556M	Buy	948,600 +386,200	+69%	+$228M	76.16%	1
2024 Q3	$323M	Sell	562,400 -182,800	-25%	-$101M	63.73%	1
2024 Q2	$405M	Sell	745,200 -49,600	-6%	-$26M	70.14%	1
2024 Q1	$416M	Sell	794,800 -117,000	-13%	-$58.2M	71.58%	1
2023 Q4	$433M	Sell	911,800 -3,400	-0.4%	-$1.51M	75.13%	1
2023 Q3	$391M	Buy	915,200 +224,800	+33%	+$100M	75.7%	1
2023 Q2	$306M	Sell	690,400 -114,800	-14%	-$48.2M	70.95%	1
2023 Q1	$330M	Buy	805,200 +36,500	+5%	+$14.6M	73.97%	1
2022 Q4	$26.6M	Buy	768,700 +209,800	+38%	+$80.6M	19.9%	1
2022 Q3	$4.39M	Sell	558,900 -382,700	-41%	-$152M	4.15%	7
2022 Q2	$5.89M	Buy	941,600 +10,200	+1%	+$4.18M	4.43%	6
2022 Q1	$37.8M	Buy	931,400 +195,000	+26%	+$86.8M	20.99%	1
2021 Q4	$334M	Sell	736,400 -14,700	-2%	-$6.75M	62.36%	1
2021 Q3	$28.2M	Buy	751,100 +245,900	+49%	+$108M	15.1%	1
2021 Q2	$30.4M	Sell	505,200 -547,600	-52%	-$229M	16.18%	1
2021 Q1	$61.2M	Buy	1,052,800 +46,300	+5%	+$17.9M	30.16%	1
2020 Q4	$52.9M	Buy	1,006,500 +548,200	+120%	+$194M	32.37%	1
2020 Q3	$14.9M	Sell	458,300 -685,500	-60%	-$227M	14.28%	1
2020 Q2	$37.1M	Buy	1,143,800 +213,800	+23%	+$62.6M	38.1%	1
2020 Q1	$14.3M	Sell	930,000 -42,400	-4%	-$12.9M	18.65%	1
2019 Q4	$37.2M	Buy	+972,400	New	+$299M	36.93%	1

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Insight Wealth Partners's SPY Position: Q2 2026 in Review

Insight Wealth Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 23,003% in Q2 2026, buying an estimated $434M and bringing the position to 601,827 shares worth $449M. The position accounts for 60.34% of the portfolio, ranked #1.

Insight Wealth Partners first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. 4,651 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Insight Wealth Partners held 601,827 shares of State Street SPDR S&P 500 ETF Trust worth $449M as of Q2 2026.
Insight Wealth Partners bought 599,222 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $434M.
State Street SPDR S&P 500 ETF Trust made up 60.34% of Insight Wealth Partners's portfolio in Q2 2026, its #1 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 27 quarters since.
4,651 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.