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

Horizon Wealth Management’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	$4.06M	Buy	6,238 +33	+0.5%	+$22.4K	0.59%	34
2025 Q4	$4.23M	Sell	6,205 -397	-6%	-$268K	0.66%	29
2025 Q3	$4.4M	Buy	6,602 +1	+0%	+$641	0.65%	30
2025 Q2	$4.08M	Buy	6,601 +1,864	+39%	+$1.07M	0.72%	25
2025 Q1	$2.65M	Sell	4,737 -620	-12%	-$364K	0.45%	23
2024 Q4	$3.14M	Sell	5,357 -11,279	-68%	-$6.65M	0.55%	22
2024 Q3	$9.54M	Buy	16,636 +182	+1%	+$101K	1.91%	15
2024 Q2	$8.95M	Buy	16,454 +1,542	+10%	+$807K	2.13%	14
2024 Q1	$7.8M	Buy	14,912 +969	+7%	+$482K	2.04%	14
2023 Q4	$6.63M	Sell	13,943 -17	-0.1%	-$7.57K	1.84%	14
2023 Q3	$5.97M	Buy	13,960 +598	+4%	+$266K	2.4%	10
2023 Q2	$5.92M	Buy	13,362 +9,147	+217%	+$3.84M	2.34%	14
2023 Q1	$1.73M	Sell	4,215 -82	-2%	-$32.7K	1.29%	14
2022 Q4	$1.64M	Sell	4,297 -384	-8%	-$148K	1.34%	15
2022 Q3	$1.67M	Buy	4,681 +362	+8%	+$144K	1.23%	18
2022 Q2	$1.63M	Buy	4,319 +1,090	+34%	+$447K	0.67%	28
2022 Q1	$1.46M	Buy	3,229 +417	+15%	+$186K	0.45%	29
2021 Q4	$1.33M	Buy	+2,812	New	+$1.29M	0.39%	33

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 Wealth Management's SPY Position: Q1 2026 in Review

Horizon Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.53% in Q1 2026, buying an estimated $22.4K and bringing the position to 6,238 shares worth $4.06M. The position accounts for 0.59% of the portfolio, ranked #34.

Horizon Wealth Management first reported a position in SPY in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.54M in Q3 2024. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Horizon Wealth Management held 6,238 shares of State Street SPDR S&P 500 ETF Trust worth $4.06M as of Q1 2026.
Horizon Wealth Management bought 33 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $22.4K.
State Street SPDR S&P 500 ETF Trust made up 0.59% of Horizon Wealth Management's portfolio in Q1 2026, its #34 holding.
Horizon Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 18 quarters since.
Horizon Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $9.54M in Q3 2024.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.