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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 		$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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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.