Insight Advisors, LLC/ PA SPLG SPDR SER TR

Ownership history in Insight Advisors, LLC/ PA  ·  22 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported SPDR SER TR (SPLG) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.65% in 2026 Q1. The latest visible filing shows SPLG at 0.65% 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 SPLG 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 SER 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
2026 Q1

SPLG was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 44,722 +3,012 +7.2% 0.65% $3.4M 2026-05-12
2025 Q4 ADDED 41,710 +10,540 +33.8% 0.51% $3.3M 2026-02-11
2025 Q3 ADDED 31,170 +7,336 +30.8% 0.37% $2.4M 2025-11-10
2025 Q2 REDUCED 23,834 -13 -0.1% 0.28% $1.7M 2025-07-30
2025 Q1 REDUCED 23,847 -2,345 -9.0% 0.27% $1.6M 2025-04-11
2024 Q4 ADDED 26,192 +4,418 +20.3% 0.31% $1.8M 2025-01-27
2024 Q3 ADDED 21,774 +590 +2.8% 0.25% $1.5M 2024-10-15
2024 Q2 ADDED 21,184 +532 +2.6% 0.24% $1.4M 2024-07-15
2024 Q1 ADDED 20,652 +1,603 +8.4% 0.24% $1.3M 2024-05-06
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Insight Advisors, LLC/ PA and SPLG

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 SPLG?

Insight Advisors, LLC/ PA reported SPLG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

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

The largest reported portfolio weight for SPLG was 0.65% in 2026 Q1.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q1, when Insight Advisors, LLC/ PA reported 44,722 shares, equal to 0.65% of portfolio, with an estimated market value of $3.4M.

What does the chart on this SPLG ownership page compare?

The chart compares Insight Advisors, LLC/ PA's quarterly SPLG 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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