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

Horizon Wealth Management’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
2026 Q2	$6.82M	Buy	77,591 +58	+0.1%	+$4.95K	0.87%	27
2026 Q1	$5.93M	Buy	77,533 +54	+0.1%	+$4.32K	0.87%	30
2025 Q4	$6.22M	Buy	77,479 +63	+0.1%	+$5.01K	0.96%	23
2025 Q3	$6.06M	Sell	77,416 -200	-0.3%	-$15.1K	0.89%	24
2025 Q2	$5.64M	Sell	77,616 -664,772	-90%	-$44.7M	0.99%	21
2025 Q1	$48.8M	Sell	742,388 -311,371	-30%	-$21.5M	8.23%	4
2024 Q4	$72.6M	Sell	1,053,759 -161,022	-13%	-$11.2M	12.64%	1
2024 Q3	$82M	Sell	1,214,781 -199,448	-14%	-$13M	16.37%	1
2024 Q2	$90.5M	Buy	1,414,229 +421,875	+43%	+$26M	21.56%	1
2024 Q1	$61.1M	Buy	992,354 +64,668	+7%	+$3.79M	15.93%	1
2023 Q4	$51.9M	Buy	927,686 +26,069	+3%	+$1.37M	14.42%	1
2023 Q3	$45.3M	Buy	901,617 +231,153	+34%	+$12.1M	18.21%	1
2023 Q2	$34.9M	Buy	670,464 +511,464	+322%	+$25.2M	13.78%	1
2023 Q1	$7.66M	Sell	159,000 -10,905	-6%	-$512K	5.74%	7
2022 Q4	$7.64M	Buy	169,905 +4,638	+3%	+$210K	6.23%	5
2022 Q3	$6.94M	Buy	165,267 +4,777	+3%	+$223K	5.09%	7
2022 Q2	$7.12M	Buy	160,490 +11,469	+8%	+$553K	2.95%	10
2022 Q1	$7.92M	Sell	149,021 -227,326	-60%	-$11.9M	2.46%	13
2021 Q4	$21M	Buy	+376,347	New	+$20.3M	6.13%	4

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Horizon Wealth Management's SPYM Position: Q2 2026 in Review

Horizon Wealth Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.07% in Q2 2026, buying an estimated $4.95K and bringing the position to 77,591 shares worth $6.82M. The position accounts for 0.87% of the portfolio, ranked #27.

Horizon Wealth Management first reported a position in SPYM in Q4 2021 and has held it in 19 quarters since. The position peaked at $90.5M in Q2 2024. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Horizon Wealth Management held 77,591 shares of State Street SPDR Portfolio S&P 500 ETF worth $6.82M as of Q2 2026.
Horizon Wealth Management bought 58 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $4.95K.
State Street SPDR Portfolio S&P 500 ETF made up 0.87% of Horizon Wealth Management's portfolio in Q2 2026, its #27 holding.
Horizon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Horizon Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $90.5M in Q2 2024.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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