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

Horizon Wealth Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,559
Closed -$368K – 91
2024
Q2 		$368K Sell
7,559
-417,903
-98% -$20.4M 0.09% 51
2024
Q1 		$21.3M Buy
425,462
+69,723
+20% +$3.32M 5.56% 6
2023
Q4 		$16.6M Buy
+355,739
New +$15.3M 4.61% 8

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Wealth Management's SPYV Position: Q3 2024 in Review

Horizon Wealth Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q3 2024, closing a stake of 7,559 shares — an estimated $368K sold.

Horizon Wealth Management first reported a position in SPYV in Q4 2023 and held it in 3 quarters. The position peaked at $21.3M in Q1 2024. 958 funds tracked by Wall St. Rank hold SPYV as of Q3 2024.

  • Horizon Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q3 2024 after selling out during the quarter.
  • Horizon Wealth Management sold 7,559 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2024, an estimated $368K.
  • Horizon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and held it in 3 quarters.
  • Horizon Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21.3M in Q1 2024.
  • 958 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2024.

Based on Horizon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.