SPY SPDR S&P 500 ETF TR

Ownership history in Insight Advisors, LLC/ PA  ·  21 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported SPDR S&P 500 ETF TR (SPY) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.52% in 2025 Q4. The latest visible filing shows SPY at 3.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA's position in SPDR S&P 500 ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPY was reported at 3.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.52% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Insight Advisors, LLC/ PA held SPY — position size vs. price
% of Fund (quarterly)    SPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 34,098 +139 +0.4% 3.52% $23.3M 2026-02-14 (Est.) $679.89
2025 Q3 ADDED 33,959 +613 +1.8% 3.46% $22.6M 2025-11-10 $677.58
2025 Q2 ADDED 33,346 +2,528 +8.2% 3.30% $20.6M 2025-07-30 $629.12
2025 Q1 ADDED 30,818 +2,688 +9.6% 3.00% $17.2M 2025-04-11 $527.89
2024 Q4 ADDED 28,130 +5,542 +24.5% 2.79% $16.5M 2025-01-27 $590.80
2024 Q3 ADDED 22,588 +3,484 +18.2% 2.23% $13.0M 2024-10-15 $569.57
2024 Q2 ADDED 19,104 +7,854 +69.8% 1.88% $10.4M 2024-07-15 $549.96
2024 Q1 ADDED 11,250 +728 +6.9% 1.13% $5.9M 2024-05-06 $504.30
2023 Q4 ADDED 10,522 +4,248 +67.7% 1.06% $5.0M 2024-01-23 $471.87
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Insight Advisors, LLC/ PA and SPY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Insight Advisors, LLC/ PA reported owning SPY?

Insight Advisors, LLC/ PA reported SPY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPY position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for SPY was 3.52% in 2025 Q4.

What is the latest reported SPY position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 34,098 shares, equal to 3.52% of portfolio, with an estimated market value of $23.3M.

What does the chart on this SPY ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly SPY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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