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 $586,381. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,031
Previous 975 5.74%
Holding current value
$586,381
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
4,433
Shares Held
557M
Call Options Held
275M
Put Options Held
402M
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
Track This Portfolio

Track Insight Wealth Partners, LLC Portfolio

Follow Insight Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email