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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Insigneo Advisory Services's SPY Position: Q1 2026 in Review

Insigneo Advisory Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3.3% in Q1 2026, buying an estimated $2.67M and bringing the position to 124,461 shares worth $80.9M. The position accounts for 5.75% of the portfolio, ranked #2.

Insigneo Advisory Services first reported a position in SPY in Q4 2022 and has held it in 14 quarters since. The position peaked at $82.2M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Insigneo Advisory Services held 124,461 shares of State Street SPDR S&P 500 ETF Trust worth $80.9M as of Q1 2026.
  • Insigneo Advisory Services bought 3,931 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $2.67M.
  • State Street SPDR S&P 500 ETF Trust made up 5.75% of Insigneo Advisory Services's portfolio in Q1 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 14 quarters since.
  • Insigneo Advisory Services's State Street SPDR S&P 500 ETF Trust position peaked at $82.2M 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 Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.