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 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 $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

New Insight Wealth Advisors's SPYM Position: Q1 2026 in Review

New Insight Wealth Advisors increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.8% in Q1 2026, buying an estimated $95.7K and bringing the position to 43,332 shares worth $3.32M. The position accounts for 1.19% of the portfolio, ranked #25.

New Insight Wealth Advisors first reported a position in SPYM in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.38M in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

New Insight Wealth Advisors held 43,332 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.32M as of Q1 2026.
New Insight Wealth Advisors bought 1,197 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $95.7K.
State Street SPDR Portfolio S&P 500 ETF made up 1.19% of New Insight Wealth Advisors's portfolio in Q1 2026, its #25 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 9 quarters since.
New Insight Wealth Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.38M in Q4 2025.
1,594 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.