Insight Wealth Partners, LLC Spdr S&P 500 ETF Trust Transaction History

Insight Wealth Partners, LLC

  • $577 Million
  • Q2 2024

A detailed history of Insight Wealth Partners, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Insight Wealth Partners, LLC holds 1,031 shares of SPY stock, worth $586,267. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,031
Previous 975 5.74%
Holding current value
$586,267
Previous $509,000 10.22%
% of portfolio
0.1%
Previous 0.09%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
BUY
$495.16 - $548.49 $27,728 - $30,715
56 Added 5.74%
1,031 $561,000
Q1 2024

May 10, 2024
SELL
$467.28 - $523.17 $76,633 - $85,799
-164 Reduced 14.4%
975 $509,000
Q4 2023

Feb 13, 2024
SELL
$410.68 - $476.69 $7,802 - $9,057
-19 Reduced 1.64%
1,139 $541,000
Q3 2023

Oct 30, 2023
BUY
$425.88 - $457.79 $1,703 - $1,831
4 Added 0.35%
1,158 $495,000
Q2 2023

Aug 11, 2023
SELL
$404.36 - $443.28 $69,145 - $75,800
-171 Reduced 12.91%
1,154 $511,000
Q1 2023

May 12, 2023
BUY
$379.5 - $416.78 $123,337 - $135,453
325 Added 32.5%
1,325 $542,000
Q4 2022

Jan 31, 2023
SELL
$357.63 - $407.42 $48,995 - $55,816
-137 Reduced 12.05%
1,000 $382,000
Q3 2022

Dec 01, 2022
SELL
$357.18 - $429.7 $3,214 - $3,867
-9 Reduced 0.79%
1,137 $406,000
Q2 2022

Jul 13, 2022
SELL
$365.86 - $456.8 $619,035 - $772,905
-1,692 Reduced 59.62%
1,146 $432,000
Q1 2022

May 02, 2022
SELL
$416.25 - $477.71 $235,181 - $269,906
-565 Reduced 16.6%
2,838 $1.28 Million
Q4 2021

Feb 04, 2022
BUY
$428.64 - $477.48 $1.2 Million - $1.34 Million
2,803 Added 467.17%
3,403 $1.62 Million
Q3 2021

Nov 05, 2021
SELL
$424.97 - $453.19 $41,647 - $44,412
-98 Reduced 14.04%
600 $257,000
Q1 2021

Apr 20, 2021
BUY
$368.79 - $397.26 $19,914 - $21,452
54 Added 8.39%
698 $277,000
Q4 2020

Jan 19, 2021
SELL
$326.54 - $373.88 $15,020 - $17,198
-46 Reduced 6.67%
644 $241,000
Q3 2020

Oct 16, 2020
SELL
$310.52 - $357.7 $64,588 - $74,401
-208 Reduced 23.16%
690 $231,000
Q2 2020

Jul 20, 2020
SELL
$246.15 - $323.2 $117,905 - $154,812
-479 Reduced 34.79%
898 $277,000
Q1 2020

May 07, 2020
BUY
$222.95 - $338.34 $4,013 - $6,090
18 Added 1.32%
1,377 $355,000
Q4 2019

Mar 16, 2020
BUY
$288.06 - $322.94 $391,473 - $438,875
1,359 New
1,359 $437,000

Others Institutions Holding SPY

# of Institutions
4,483
Shares Held
573M
Call Options Held
272M
Put Options Held
391M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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