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

Horizon Financial Services’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.58K	Buy	98 +1	+1%	+$85	﹤0.01%	348
2026 Q1	$7.45K	Buy	97 +49	+102%	+$3.92K	﹤0.01%	282
2025 Q4	$3.86K	Buy	+48	New	+$3.82K	﹤0.01%	271
2024 Q3	–	Sell	-321	Closed	-$20.5K	–	276
2024 Q2	$20.5K	Hold	321	–	–	0.01%	100
2024 Q1	$19.8K	Sell	321 -13,819	-98%	-$809K	0.01%	106
2023 Q4	$790K	Sell	14,140 -106	-0.7%	-$5.55K	0.56%	31
2023 Q3	$716K	Buy	14,246 +2,475	+21%	+$129K	0.58%	30
2023 Q2	$613K	Sell	11,771 -198	-2%	-$9.77K	0.5%	33
2023 Q1	$576K	Buy	11,969 +1,367	+13%	+$64.1K	0.49%	33
2022 Q4	$477K	Buy	10,602 +918	+9%	+$41.5K	0.41%	34
2022 Q3	$407K	Sell	9,684 -3,175	-25%	-$148K	0.36%	41
2022 Q2	$570K	Buy	12,859 +3,132	+32%	+$151K	0.44%	35
2022 Q1	$517K	Buy	9,727 +1,287	+15%	+$67.4K	0.33%	39
2021 Q4	$471K	Sell	8,440 -4,222	-33%	-$228K	0.29%	46
2021 Q3	$639K	Buy	12,662 +3,876	+44%	+$201K	0.42%	43
2021 Q2	$442K	Buy	+8,786	New	+$431K	0.32%	50

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

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

Horizon Financial Services increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1% in Q2 2026, buying an estimated $85 and bringing the position to 98 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Horizon Financial Services first reported a position in SPYM in Q2 2021 and has held it in 16 quarters since. The position peaked at $790K in Q4 2023. 1,709 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Horizon Financial Services held 98 shares of State Street SPDR Portfolio S&P 500 ETF worth $8.58K as of Q2 2026.
Horizon Financial Services bought 1 State Street SPDR Portfolio S&P 500 ETF share in Q2 2026, an estimated $85.
State Street SPDR Portfolio S&P 500 ETF made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #348 holding.
Horizon Financial Services first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2021 and has held it in 16 quarters since.
Horizon Financial Services's State Street SPDR Portfolio S&P 500 ETF position peaked at $790K in Q4 2023.
1,709 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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