SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

Insight Wealth Strategies, LLC's Holding History (CIK: 0001749914)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,667 Value ($000) $4,546 Avg Close Range
Q3 2025
Shares 6,620 Value ($000) $4,410 Avg Close Range
Q2 2025
Shares 6,665 Value ($000) $4,117 Avg Close Range
Q1 2025
Shares 6,624 Value ($000) $3,706 Avg Close Range
Q4 2024
Shares 6,559 Value ($000) $3,844 Avg Close Range
Q3 2024
Shares 4,520 Value ($000) $2,593 Avg Close Range
Q2 2024
Shares 4,405 Value ($000) $2,397 Avg Close Range
Q1 2024
Shares 4,288 Value ($000) $2,243 Avg Close Range
Q4 2023
Shares 3,820 Value ($000) $1,816 Avg Close Range
Q3 2023
Shares 3,343 Value ($000) $1,429 Avg Close Range
Q2 2023
Shares 3,254 Value ($000) $1,442 Avg Close Range
Q1 2023
Shares 3,892 Value ($000) $1,593 Avg Close Range
Q4 2022
Shares 3,878 Value ($000) $1,483 Avg Close Range
Q3 2022
Shares 3,826 Value ($000) $1,443 Avg Close Range
Q2 2022
Shares 3,826 Value ($000) $1,443 Avg Close Range
Q1 2022
Shares 2,804 Value ($000) $1,267 Avg Close Range
Q4 2021
Shares 1,334 Value ($000) $634 Avg Close Range
Q3 2021
Shares 2,393 Value ($000) $1,027 Avg Close Range
Q2 2021
Shares 2,304 Value ($000) $986 Avg Close Range
Q1 2021
Shares 2,306 Value ($000) $914 Avg Close Range
Q4 2020
Shares 1,956 Value ($000) $731 Avg Close Range
Q3 2020
Shares 1,824 Value ($000) $611 Avg Close Range
Q2 2020
Shares 1,592 Value ($000) $491 Avg Close Range
Q1 2020
Shares 2,695 Value ($000) $695 Avg Close Range
Q4 2019
Shares 3,623 Value ($000) $1,166 Avg Close Range
Q3 2019
Shares 2,609 Value ($000) $774 Avg Close Range
Q2 2019
Shares 2,493 Value ($000) $731 Avg Close Range
Q1 2019
Shares 3,189 Value ($000) $901 Avg Close Range
Q4 2018
Shares 3,152 Value ($000) $788 Avg Close Range