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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

SPY holding history

SPDR S&P 500 ETF Trust in every 13F filed by Insight Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPY overviewAll 13F holders of SPYFull Q2 2026 holdings

Shares (Q2 2026)
601,827
Value
$449.4M
% of portfolio
60.3%
Quarters held
22
Since Q1 2021
Holdings of SPY by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026601,827$449.4M60.3%+599,222+23,002.8%AddedHolders
Q1 20262,605$1.69M0.7%−129−4.7%ReducedHolders
Q4 20252,734$1.86M0.8%+1,345+96.8%AddedHolders
Q3 20251,389$925.4K0.4%+59+4.4%AddedHolders
Q2 20251,330$821.5K0.5%+199+17.6%AddedHolders
Q1 20251,131$632.7K0.4%+99+9.6%AddedHolders
Q4 20241,032$605.0K0.4%+2+0.2%AddedHolders
Q3 20241,030$591.1K0.4%−1−0.1%ReducedHolders
Q2 20241,031$561.1K0.4%+56+5.7%AddedHolders
Q1 2024975$510.0K0.3%−164−14.4%ReducedHolders
Q4 20231,139$541.4K0.4%−19−1.6%ReducedHolders
Q3 20231,158$495.0K0.4%+4+0.3%AddedHolders
Q2 20231,154$511.5K0.4%−171−12.9%ReducedHolders
Q1 20231,325$542.4K0.5%+325+32.5%AddedHolders
Q4 20221,000$382.4K0.4%−137−12.0%ReducedHolders
Q3 20221,137$406.0K0.4%−9−0.8%ReducedHolders
Q2 20221,146$432.0K0.3%−1,692−59.6%ReducedHolders
Q1 20222,838$1.28M0.9%−565−16.6%ReducedHolders
Q4 20213,403$1.62M0.9%+2,803+467.2%AddedHolders
Q3 2021600$257.0K0.2%−98−14.0%ReducedHolders
Q2 2021698$299.0K0.2%00.0%UnchangedHolders
Q1 2021698$277.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.