HIS
SPY icon

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
Q2 		$4.36M Sell
5,837
-183
-3% -$133K 1.21% 27
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 $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Horizon Investment Services reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 3% in Q2 2026, selling an estimated $133K and leaving 5,837 shares worth $4.36M. The position accounts for 1.21% of the portfolio, ranked #27.

Horizon Investment Services first reported a position in SPY in Q1 2019 and has held it in 30 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Horizon Investment Services held 5,837 shares of State Street SPDR S&P 500 ETF Trust worth $4.36M as of Q2 2026.
  • Horizon Investment Services sold 183 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $133K.
  • State Street SPDR S&P 500 ETF Trust made up 1.21% of Horizon Investment Services's portfolio in Q2 2026, its #27 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 30 quarters since.
  • 4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.