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

Horizon Investments’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	$114K	Sell	175,000 -975,000	-85%	-$663M	﹤0.01%	1069
2025 Q4	$84.3K	Buy	1,150,000 +1,148,100	+60,426%	+$776M	﹤0.01%	1084
2025 Q3	$1.27K	Sell	1,900 -598,100	-100%	-$383M	﹤0.01%	1107
2025 Q2	$369K	Buy	+600,000	New	+$343M	0.01%	849
2021 Q4	–	Sell	-700,000	Closed	-$300M	–	513
2021 Q3	$300M	Buy	+700,000	New	+$309M	7.86%	1
2019 Q3	–	Sell	-1,200,000	Closed	-$352M	–	532
2019 Q2	$352M	Buy	1,200,000 +1,000,000	+500%	+$288M	9.79%	1
2019 Q1	$56.5M	Buy	+200,000	New	+$54.3M	2.01%	18
2018 Q4	–	Sell	-400,000	Closed	-$116M	–	300
2018 Q3	$116M	Buy	+400,000	New	+$114M	3.9%	10
2017 Q4	–	Sell	-165,000	Closed	-$41.5M	–	211
2017 Q3	$41.5M	Buy	+165,000	New	+$40.7M	2.38%	13
2016 Q2	–	Sell	-150,000	Closed	-$5.14M	–	129
2016 Q1	$5.14M	Buy	+150,000	New	+$29.3M	0.41%	25

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Horizon Investments's SPY Position: Q1 2026 in Review

Horizon Investments increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 77% in Q1 2026, buying an estimated $1.1M and bringing the position to 3,714 shares worth $2.42M. The position accounts for 0.03% of the portfolio, ranked #434.

Horizon Investments first reported a position in SPY in Q2 2013 and has held it in 51 quarters since. The position peaked at $270M in Q2 2015. 4,556 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Horizon Investments held 3,714 shares of State Street SPDR S&P 500 ETF Trust worth $2.42M as of Q1 2026.
Horizon Investments bought 1,618 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $1.1M.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #434 holding.
Horizon Investments first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 51 quarters since.
Horizon Investments's State Street SPDR S&P 500 ETF Trust position peaked at $270M in Q2 2015.
4,556 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

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