Investment Insight Wealth Management, LLC / SPY
Investment Insight Wealth Management, LLC’s State Str Spdr S&P 500 Etf T Position
Does Investment Insight Wealth Management, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 6.2K shares worth $4M (+4.33% of its 13F portfolio) as of Q1 2026, up from 6.2K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
6.2K
% of Portfolio
+4.33%
Quarters Held
2
currently held
Position History SPY
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Investment Insight Wealth Management, LLC’s full portfolio or all institutional holders of SPY.