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 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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Horizon Wealth Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,401 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #143 among its holdings. This is a return to the name: Horizon Wealth Management previously reported a position in SPYV as recently as Q2 2024.

Horizon Wealth Management first reported a position in SPYV in Q4 2023 and has held it in 4 quarters since. The position peaked at $21.3M in Q1 2024. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Horizon Wealth Management held 3,401 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $207K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Horizon Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Horizon Wealth Management's portfolio in Q2 2026, its #143 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 4 quarters since.
Horizon Wealth Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $21.3M in Q1 2024.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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