New Insight Wealth Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

New Insight Wealth Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.97M	Buy	45,219 +1,887	+4%	+$161K	1.17%	27
2026 Q1	$3.32M	Buy	43,332 +1,197	+3%	+$95.7K	1.19%	25
2025 Q4	$3.38M	Buy	42,135 +5,295	+14%	+$421K	1.21%	22
2025 Q3	$2.89M	Buy	36,840 +12,870	+54%	+$971K	1.09%	25
2025 Q2	$1.74M	Buy	23,970 +946	+4%	+$63.6K	0.72%	33
2025 Q1	$1.51M	Buy	23,024 +8,489	+58%	+$587K	0.69%	30
2024 Q4	$1M	Buy	14,535 +1,719	+13%	+$119K	0.5%	36
2024 Q3	$865K	Buy	12,816 +6,048	+89%	+$393K	0.46%	37
2024 Q2	$433K	Buy	6,768 +2,512	+59%	+$155K	0.26%	51
2024 Q1	$262K	Buy	+4,256	New	+$249K	0.16%	68

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

New Insight Wealth Advisors's SPYM Position: Q2 2026 in Review

New Insight Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.4% in Q2 2026, buying an estimated $161K and bringing the position to 45,219 shares worth $3.97M. The position accounts for 1.17% of the portfolio, ranked #27.

New Insight Wealth Advisors first reported a position in SPYM in Q1 2024 and has held it in 10 quarters since. 1,719 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

New Insight Wealth Advisors held 45,219 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.97M as of Q2 2026.
New Insight Wealth Advisors bought 1,887 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $161K.
State Street SPDR Portfolio S&P 500 ETF made up 1.17% of New Insight Wealth Advisors's portfolio in Q2 2026, its #27 holding.
New Insight Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,719 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.