Insight Advisors, LLC/ PA SPY holdings history
SS SPDR S&P 500 ETF TRUST-US · CUSIP 78462F103 · CIK 1844880
As of 2026-06-30, Insight Advisors, LLC/ PA reported 33.61K SPY (shares), valued at $25.10M, or 4.42% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares decreased 0.39%; reported value increased 14.38%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.42% | 33,607 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 4.18% | 33,739 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 3.52% | 34,098 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 3.47% | 33,959 | SEC filing ↗Filed Nov 10, 2025 |
| Q2 2025 | 3.32% | 33,346 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 3.02% | 30,818 | SEC filing ↗Filed Apr 11, 2025 |
| Q4 2024 | 2.83% | 28,130 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 2.26% | 22,588 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 1.90% | 19,104 | SEC filing ↗Filed Jul 15, 2024 |
| Q1 2024 | 1.14% | 11,250 | SEC filing ↗Filed May 6, 2024 |
| Q4 2023 | 1.06% | 10,522 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 0.61% | 6,274 | SEC filing ↗Filed Nov 7, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.61% | 6,274 | $2.68M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 7, 2023 |
| Q4 2023 | 1.06% | 10,522 | $5.00M | Shares increased 67.71%; reported value increased 86.50%, and weight changed +0.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 1.14% | 11,250 | $5.88M | Shares increased 6.92%; reported value increased 17.66%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2024 |
| Q2 2024 | 1.90% | 19,104 | $10.40M | Shares increased 69.81%; reported value increased 76.68%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2024 |
| Q3 2024 | 2.26% | 22,588 | $12.96M | Shares increased 18.24%; reported value increased 24.64%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 2.83% | 28,130 | $16.55M | Shares increased 24.54%; reported value increased 27.68%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 3.02% | 30,818 | $17.24M | Shares increased 9.56%; reported value increased 4.18%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2025 |
| Q2 2025 | 3.32% | 33,346 | $20.60M | Shares increased 8.20%; reported value increased 19.51%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 3.47% | 33,959 | $22.63M | Shares increased 1.84%; reported value increased 9.86%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 10, 2025 |
| Q4 2025 | 3.52% | 34,098 | $23.25M | Shares increased 0.41%; reported value increased 2.73%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 4.18% | 33,739 | $21.94M | Shares decreased 1.05%; reported value decreased 5.63%, and weight changed +0.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 4.42% | 33,607 | $25.10M | Shares decreased 0.39%; reported value increased 14.38%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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