Insigneo Advisory Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Insigneo Advisory Services’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	$127M	Buy	170,726 +46,265	+37%	+$33.5M	4.78%	2
2026 Q1	$80.9M	Buy	124,461 +3,931	+3%	+$2.67M	5.75%	2
2025 Q4	$82.2M	Sell	120,530 -2,306	-2%	-$1.56M	5.9%	2
2025 Q3	$81.8M	Buy	122,836 +36,985	+43%	+$23.7M	5.75%	2
2025 Q2	$50.4M	Buy	85,851 +11,758	+16%	+$6.72M	4.33%	3
2025 Q1	$41.4M	Sell	74,093 -1,952	-3%	-$1.15M	4.28%	2
2024 Q4	$42.4M	Buy	76,045 +12,158	+19%	+$7.16M	4.38%	2
2024 Q3	$36.7M	Buy	63,887 +4,778	+8%	+$2.64M	3.7%	4
2024 Q2	$30.6M	Sell	59,109 -19,814	-25%	-$10.4M	3.44%	5
2024 Q1	$41.4M	Buy	78,923 +7,683	+11%	+$3.83M	4.92%	2
2023 Q4	$34M	Buy	71,240 +13,630	+24%	+$6.07M	4.79%	2
2023 Q3	$24.7M	Buy	57,610 +1,706	+3%	+$759K	5.03%	2
2023 Q2	$24.9M	Buy	55,904 +20,875	+60%	+$8.76M	4.77%	2
2023 Q1	$14.4M	Buy	35,029 +7,355	+27%	+$2.93M	4.58%	2
2022 Q4	$10.6M	Buy	+27,674	New	+$10.6M	4.03%	2

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

Insigneo Advisory Services's SPY Position: Q2 2026 in Review

Insigneo Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 37% in Q2 2026, buying an estimated $33.5M and bringing the position to 170,726 shares worth $127M. The position accounts for 4.78% of the portfolio, ranked #2.

Insigneo Advisory Services first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,647 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Insigneo Advisory Services held 170,726 shares of State Street SPDR S&P 500 ETF Trust worth $127M as of Q2 2026.
Insigneo Advisory Services bought 46,265 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $33.5M.
State Street SPDR S&P 500 ETF Trust made up 4.78% of Insigneo Advisory Services's portfolio in Q2 2026, its #2 holding.
Insigneo Advisory Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,647 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.