HFS
SPYG icon

Horizon Financial Services’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Horizon Financial Services’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.9M Sell
184,133
-755
-0.4% -$86.3K 8.4% 1
2026
Q1 		$18.1M Sell
184,888
-22,469
-11% -$2.34M 8% 2
2025
Q4 		$22.1M Buy
207,357
+106
+0.1% +$11.2K 10.07% 1
2025
Q3 		$21.7M Buy
207,251
+5,856
+3% +$583K 10.33% 1
2025
Q2 		$19.2M Buy
201,395
+1,910
+1% +$164K 10.18% 1
2025
Q1 		$16M Buy
199,485
+9,061
+5% +$791K 8.94% 2
2024
Q4 		$16.7M Sell
190,424
-10,087
-5% -$872K 9.41% 2
2024
Q3 		$16.6M Buy
200,511
+284
+0.1% +$22.7K 9.88% 1
2024
Q2 		$16M Buy
200,227
+1,825
+0.9% +$136K 10.14% 1
2024
Q1 		$14.5M Buy
198,402
+1,205
+0.6% +$83.9K 9.32% 2
2023
Q4 		$12.8M Sell
197,197
-5,881
-3% -$363K 9.05% 2
2023
Q3 		$12M Buy
203,078
+3,849
+2% +$236K 9.67% 2
2023
Q2 		$12.2M Buy
199,229
+653
+0.3% +$37.4K 9.9% 2
2023
Q1 		$11M Sell
198,576
-11,964
-6% -$634K 9.42% 2
2022
Q4 		$10.7M Sell
210,540
-18,875
-8% -$982K 9.22% 1
2022
Q3 		$11.5M Sell
229,415
-25,520
-10% -$1.44M 10.22% 1
2022
Q2 		$13.3M Sell
254,935
-2,153
-0.8% -$123K 10.27% 1
2022
Q1 		$17M Buy
257,088
+20,327
+9% +$1.32M 10.85% 1
2021
Q4 		$17.2M Buy
236,761
+21,043
+10% +$1.47M 10.41% 1
2021
Q3 		$13.8M Buy
215,718
+66,580
+45% +$4.4M 9.09% 1
2021
Q2 		$9.39M Buy
+149,138
New +$8.95M 6.81% 1

Other funds holding SPYG

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

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

Horizon Financial Services reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.41% in Q2 2026, selling an estimated $86.3K and leaving 184,133 shares worth $21.9M. The position accounts for 8.4% of the portfolio, ranked #1.

Horizon Financial Services first reported a position in SPYG in Q2 2021 and has held it in 21 quarters since. The position peaked at $22.1M in Q4 2025. 715 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Horizon Financial Services held 184,133 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $21.9M as of Q2 2026.
  • Horizon Financial Services sold 755 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $86.3K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 8.4% of Horizon Financial Services's portfolio in Q2 2026, its #1 holding.
  • Horizon Financial Services first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Horizon Financial Services's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $22.1M in Q4 2025.
  • 715 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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