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

Horizon Investment 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
Q1 		$3.92M Buy
6,020
+1
+0% +$680 1.36% 21
2025
Q4 		$4.1M Buy
6,019
+2
+0% +$1.35K 1.48% 19
2025
Q3 		$4.01M Buy
6,017
+92
+2% +$59K 1.51% 21
2025
Q2 		$3.66M Sell
5,925
-8
-0.1% -$4.57K 1.6% 19
2025
Q1 		$3.32M Buy
5,933
+471
+9% +$277K 1.61% 21
2024
Q4 		$3.2M Sell
5,462
-119
-2% -$70.1K 1.36% 25
2024
Q3 		$3.2M Buy
5,581
+683
+14% +$378K 1.37% 27
2024
Q2 		$2.67M Buy
4,898
+21
+0.4% +$11K 1.26% 27
2024
Q1 		$2.55M Buy
4,877
+212
+5% +$106K 1.25% 30
2023
Q4 		$2.22M Buy
4,665
+102
+2% +$45.4K 1.2% 30
2023
Q3 		$1.95M Buy
4,563
+22
+0.5% +$9.79K 1.17% 33
2023
Q2 		$2.01M Buy
4,541
+2
+0% +$839 1.23% 31
2023
Q1 		$1.86M Sell
4,539
-160
-3% -$63.8K 1.19% 29
2022
Q4 		$1.8M Sell
4,699
-26
-0.6% -$9.99K 1.3% 25
2022
Q3 		$1.69M Buy
4,725
+254
+6% +$101K 1.22% 25
2022
Q2 		$1.69M Sell
4,471
-238
-5% -$97.5K 1.12% 30
2022
Q1 		$2.13M Sell
4,709
-74
-2% -$32.9K 1.11% 29
2021
Q4 		$2.27M Buy
4,783
+50
+1% +$23K 1.04% 28
2021
Q3 		$2.03M Buy
4,733
+1
+0% +$441 1% 35
2021
Q2 		$2.03M Buy
4,732
+120
+3% +$50.1K 0.99% 37
2021
Q1 		$1.83M Sell
4,612
-106
-2% -$40.9K 0.98% 34
2020
Q4 		$1.76M Sell
4,718
-120
-2% -$42.6K 1.08% 30
2020
Q3 		$1.62M Sell
4,838
-179
-4% -$59.3K 1.08% 34
2020
Q2 		$1.55M Sell
5,017
-550
-10% -$161K 1.08% 33
2020
Q1 		$1.44M Sell
5,567
-319
-5% -$97.3K 1.27% 27
2019
Q4 		$1.9M Sell
5,886
-404
-6% -$124K 1.25% 30
2019
Q3 		$1.87M Sell
6,290
-1,012
-14% -$299K 1.24% 29
2019
Q2 		$2.14M Sell
7,302
-1,393
-16% -$401K 1.45% 26
2019
Q1 		$2.46M Buy
+8,695
New +$2.36M 1.67% 23

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Horizon Investment Services's SPY Position: Q1 2026 in Review

Horizon Investment Services increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.02% in Q1 2026, buying an estimated $680 and bringing the position to 6,020 shares worth $3.92M. The position accounts for 1.36% of the portfolio, ranked #21.

Horizon Investment Services first reported a position in SPY in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.1M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

  • Horizon Investment Services held 6,020 shares of State Street SPDR S&P 500 ETF Trust worth $3.92M as of Q1 2026.
  • Horizon Investment Services bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
  • State Street SPDR S&P 500 ETF Trust made up 1.36% of Horizon Investment Services's portfolio in Q1 2026, its #21 holding.
  • Horizon Investment Services first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 29 quarters since.
  • Horizon Investment Services's State Street SPDR S&P 500 ETF Trust position peaked at $4.1M in Q4 2025.
  • 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.