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Insight Wealth Strategies’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Insight Wealth Strategies’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 		$4.93M Buy
6,470
+56
+0.9% +$42.5K 0.49% 68
2026
Q2 		$4.78M Sell
6,414
-339
-5% -$246K 0.47% 71
2026
Q1 		$4.39M Buy
6,753
+86
+1% +$58.5K 0.49% 65
2025
Q4 		$4.55M Buy
6,667
+47
+0.7% +$31.8K 0.52% 63
2025
Q3 		$4.41M Sell
6,620
-45
-0.7% -$28.8K 0.52% 64
2025
Q2 		$4.12M Buy
6,665
+41
+0.6% +$23.4K 0.52% 66
2025
Q1 		$3.71M Buy
6,624
+65
+1% +$38.2K 0.5% 60
2024
Q4 		$3.84M Buy
6,559
+2,039
+45% +$1.2M 0.52% 62
2024
Q3 		$2.59M Buy
4,520
+115
+3% +$63.6K 0.34% 77
2024
Q2 		$2.4M Buy
4,405
+117
+3% +$61.2K 0.34% 70
2024
Q1 		$2.24M Buy
4,288
+468
+12% +$233K 0.33% 66
2023
Q4 		$1.82M Buy
3,820
+477
+14% +$212K 0.29% 80
2023
Q3 		$1.43M Buy
3,343
+89
+3% +$39.6K 0.28% 82
2023
Q2 		$1.44M Sell
3,254
-638
-16% -$268K 0.28% 72
2023
Q1 		$1.59M Buy
3,892
+14
+0.4% +$5.59K 0.31% 53
2022
Q4 		$1.48M Buy
3,878
+52
+1% +$20K 0.29% 60
2022
Q3 		$1.44M Hold
3,826
– – 0.27% 63
2022
Q2 		$1.44M Buy
3,826
+1,022
+36% +$419K 0.27% 63
2022
Q1 		$1.27M Buy
2,804
+1,470
+110% +$654K 0.19% 90
2021
Q4 		$634K Sell
1,334
-1,059
-44% -$486K 0.09% 118
2021
Q3 		$1.03M Buy
2,393
+89
+4% +$39.3K 0.14% 97
2021
Q2 		$986K Sell
2,304
-2
-0.1% -$835 0.14% 101
2021
Q1 		$914K Buy
2,306
+350
+18% +$135K 0.12% 108
2020
Q4 		$731K Buy
1,956
+132
+7% +$46.8K 0.12% 93
2020
Q3 		$611K Buy
1,824
+232
+15% +$76.9K 0.11% 87
2020
Q2 		$491K Sell
1,592
-1,103
-41% -$323K 0.11% 88
2020
Q1 		$695K Sell
2,695
-928
-26% -$283K 0.19% 52
2019
Q4 		$1.17M Buy
3,623
+1,014
+39% +$312K 0.25% 71
2019
Q3 		$774K Buy
2,609
+116
+5% +$34.3K 0.18% 84
2019
Q2 		$731K Sell
2,493
-696
-22% -$200K 0.18% 81
2019
Q1 		$901K Buy
3,189
+37
+1% +$10.1K 0.25% 66
2018
Q4 		$788K Buy
+3,152
New +$850K 0.24% 63

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FCM
Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

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

Insight Wealth Strategies increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.87% in Q3 2026, buying an estimated $42.5K and bringing the position to 6,470 shares worth $4.93M. The position accounts for 0.49% of the portfolio, ranked #68.

Insight Wealth Strategies first reported a position in SPY in Q4 2018 and has held it in 32 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Insight Wealth Strategies held 6,470 shares of State Street SPDR S&P 500 ETF Trust worth $4.93M as of Q3 2026.
  • Insight Wealth Strategies bought 56 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $42.5K.
  • State Street SPDR S&P 500 ETF Trust made up 0.49% of Insight Wealth Strategies's portfolio in Q3 2026, its #68 holding.
  • Insight Wealth Strategies first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 32 quarters since.
  • 263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.