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

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 4,520 shares of SPY stock, worth $2.69 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

4,520

Previous 4,405 2.61%

Holding current value

$2.69 Million

Previous $2.4 Million 8.18%

% of portfolio

0.35%

Previous 0.34%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$517.38 - $573.86 $59,498 - $65,993	115 Added 2.61%	4,520 $2.59 Million
Q2 2024 Jul 08, 2024	BUY	$495.16 - $548.49 $57,933 - $64,173	117 Added 2.73%	4,405 $2.4 Million
Q1 2024 Apr 05, 2024	BUY	$467.28 - $523.17 $218,687 - $244,843	468 Added 12.25%	4,288 $2.24 Million
Q4 2023 Jan 12, 2024	BUY	$410.68 - $476.69 $195,894 - $227,381	477 Added 14.27%	3,820 $1.82 Million
Q3 2023 Oct 13, 2023	BUY	$425.88 - $457.79 $37,903 - $40,743	89 Added 2.74%	3,343 $1.43 Million
Q2 2023 Jul 14, 2023	SELL	$404.36 - $443.28 $257,981 - $282,812	-638 Reduced 16.39%	3,254 $1.44 Million
Q1 2023 Apr 06, 2023	BUY	$379.5 - $416.78 $5,313 - $5,834	14 Added 0.36%	3,892 $1.59 Million
Q4 2022 Jan 06, 2023	BUY	$357.63 - $407.42 $18,596 - $21,185	52 Added 1.36%	3,878 $0
Q2 2022 Jul 01, 2022	BUY	$365.86 - $456.8 $373,908 - $466,849	1,022 Added 36.45%	3,826 $1.44 Million
Q1 2022 Apr 12, 2022	BUY	$416.25 - $477.71 $611,887 - $702,233	1,470 Added 110.19%	2,804 $1.27 Million
Q4 2021 Jan 31, 2022	SELL	$428.64 - $477.48 $453,929 - $505,651	-1,059 Reduced 44.25%	1,334 $634,000
Q3 2021 Oct 28, 2021	BUY	$424.97 - $453.19 $37,822 - $40,333	89 Added 3.86%	2,393 $1.03 Million
Q2 2021 Aug 12, 2021	SELL	$400.61 - $428.06 $801 - $856	-2 Reduced 0.09%	2,304 $986,000
Q1 2021 May 12, 2021	BUY	$368.79 - $397.26 $129,076 - $139,041	350 Added 17.89%	2,306 $914,000
Q4 2020 Feb 05, 2021	BUY	$326.54 - $373.88 $43,103 - $49,352	132 Added 7.24%	1,956 $731,000
Q3 2020 Oct 29, 2020	BUY	$310.52 - $357.7 $72,040 - $82,986	232 Added 14.57%	1,824 $611,000
Q2 2020 Jul 31, 2020	SELL	$246.15 - $323.2 $271,503 - $356,489	-1,103 Reduced 40.93%	1,592 $491,000
Q1 2020 Apr 21, 2020	SELL	$222.95 - $338.34 $206,897 - $313,979	-928 Reduced 25.61%	2,695 $695,000
Q4 2019 Feb 21, 2020	BUY	$288.06 - $322.94 $292,092 - $327,461	1,014 Added 38.87%	3,623 $1.17 Million
Q3 2019 Nov 06, 2019	BUY	$283.82 - $302.01 $32,923 - $35,033	116 Added 4.65%	2,609 $774,000
Q2 2019 Aug 06, 2019	SELL	$274.57 - $295.86 $191,100 - $205,918	-696 Reduced 21.83%	2,493 $731,000
Q1 2019 Apr 24, 2019	BUY	$244.21 - $284.73 $9,035 - $10,535	37 Added 1.17%	3,189 $901,000
Q4 2018 Feb 12, 2019	BUY	$234.34 - $291.73 $738,639 - $919,532	3,152 New	3,152 $788,000

Others Institutions Holding SPY

# of Institutions

4,553

Shares Held

593M

Call Options Held

285M

Put Options Held

653M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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