Horizon Wealth Management
SPYV icon

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
2026
Q3 		$209K Buy
3,411
+10
+0.3% +$626 0.03% 149
2026
Q2 		$207K Buy
+3,401
New +$204K 0.03% 143
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Willis Johnson & Associates
Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Horizon Wealth Management's SPYV Position: Q3 2026 in Review

Horizon Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.29% in Q3 2026, buying an estimated $626 and bringing the position to 3,411 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #149.

Horizon Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 5 quarters since. The position peaked at $21.3M in Q1 2024. 771 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Horizon Wealth Management held 3,411 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $209K as of Q3 2026.
  • Horizon Wealth Management bought 10 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $626.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Horizon Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Horizon Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2023 and has held it in 5 quarters since.
  • Horizon Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21.3M in Q1 2024.
  • 771 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Horizon Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.