HI
SPYM

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

Horizon Investments’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
2023
Q2 		– Sell
-71
Closed -$3.42K – 798
2023
Q1 		$3.42K Buy
+71
New +$3.33K ﹤0.01% 647

Other funds holding SPYM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Horizon Investments's SPYM Position: Q2 2023 in Review

Horizon Investments sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q2 2023, closing a stake of 71 shares — an estimated $3.42K sold.

Horizon Investments first reported a position in SPYM in Q1 2023 and held it in 1 quarter. The position peaked at $3.42K in Q1 2023. 762 funds tracked by Wall St. Rank hold SPYM as of Q2 2023.

  • Horizon Investments reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Horizon Investments sold 71 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2023, an estimated $3.42K.
  • Horizon Investments first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2023 and held it in 1 quarter.
  • Horizon Investments's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.42K in Q1 2023.
  • 762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2023.

Based on Horizon Investments's 13F filing for Q2 2023, filed 14 Aug 2023.