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Horizon Financial Services’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Horizon Financial Services’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.6K Sell
112
-86
-43% -$62.4K 0.03% 108
2026
Q1 		$129K Buy
198
+146
+281% +$99.3K 0.06% 77
2025
Q4 		$35.5K Hold
52
– – 0.02% 106
2025
Q3 		$34.6K Sell
52
-82
-61% -$52.6K 0.02% 108
2025
Q2 		$82.8K Buy
134
+114
+570% +$65.2K 0.04% 68
2025
Q1 		$11.2K Buy
+20
New +$11.8K 0.01% 119

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Horizon Financial Services's SPY Position: Q2 2026 in Review

Horizon Financial Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 43% in Q2 2026, selling an estimated $62.4K and leaving 112 shares worth $83.6K. The position accounts for 0.03% of the portfolio, ranked #108.

Horizon Financial Services first reported a position in SPY in Q1 2025 and has held it in 6 quarters since. The position peaked at $129K in Q1 2026. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Horizon Financial Services held 112 shares of State Street SPDR S&P 500 ETF Trust worth $83.6K as of Q2 2026.
  • Horizon Financial Services sold 86 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $62.4K.
  • State Street SPDR S&P 500 ETF Trust made up 0.03% of Horizon Financial Services's portfolio in Q2 2026, its #108 holding.
  • Horizon Financial Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 6 quarters since.
  • Horizon Financial Services's State Street SPDR S&P 500 ETF Trust position peaked at $129K in Q1 2026.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.