Spdr S&p 500 Etf shares owned by Insight Wealth Strategies
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Insight Wealth Strategies
from 13F filings
Historical chart of Insight Wealth Strategies investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Insight Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Spdr S&p 500 Etf by Insight Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 6.6k | 666.23 |
| 2025-06-30 | $4.1M | 6.7k | 617.66 |
| 2025-03-31 | $3.7M | 6.6k | 559.41 |
| 2024-12-31 | $3.8M | 6.6k | 586.07 |
| 2024-09-30 | $2.6M | 4.5k | 573.76 |
| 2024-06-30 | $2.4M | 4.4k | 544.20 |
| 2024-03-31 | $2.2M | 4.3k | 523.12 |
| 2023-12-31 | $1.8M | 3.8k | 475.31 |
| 2023-09-30 | $1.4M | 3.3k | 427.43 |
| 2023-06-30 | $1.4M | 3.3k | 443.25 |
| 2023-03-31 | $1.6M | 3.9k | 409.43 |
| 2022-12-31 | $1.5M | 3.9k | 382.41 |
| 2022-09-30 | $1.4M | 3.8k | 377.16 |
| 2022-06-30 | $1.4M | 3.8k | 377.16 |
| 2022-03-31 | $1.3M | 2.8k | 451.85 |
| 2021-12-31 | $634k | 1.3k | 475.26 |
| 2021-09-30 | $1.0M | 2.4k | 429.17 |
| 2021-06-30 | $986k | 2.3k | 427.95 |
| 2021-03-31 | $914k | 2.3k | 396.36 |
| 2020-12-31 | $731k | 2.0k | 373.72 |
| 2020-09-30 | $611k | 1.8k | 334.98 |
| 2020-06-30 | $491k | 1.6k | 308.42 |
| 2020-03-31 | $695k | 2.7k | 257.89 |
| 2019-12-31 | $1.2M | 3.6k | 321.83 |
| 2019-09-30 | $774k | 2.6k | 296.67 |
| 2019-06-30 | $731k | 2.5k | 293.22 |
| 2019-03-31 | $901k | 3.2k | 282.53 |
| 2018-12-31 | $788k | 3.2k | 250.00 |