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

Horizons 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
2025 Q3	–	Sell	-1,900	Closed	-$1.17M	–	180
2025 Q2	$1.17M	Hold	1,900	–	–	0.84%	23
2025 Q1	$1.06M	Hold	1,900	–	–	0.79%	26
2024 Q4	$1.11M	Buy	+1,900	New	+$1.12M	0.85%	24

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizons Wealth Management's SPY Position: Q3 2025 in Review

Horizons Wealth Management sold out of State Street SPDR S&P 500 ETF Trust (SPY) in Q3 2025, closing a stake of 7 shares — an estimated $4.33K sold.

Horizons Wealth Management first reported a position in SPY in Q2 2022 and held it in 13 quarters. The position peaked at $4.33K in Q2 2025. 4,245 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

Horizons Wealth Management reported no remaining State Street SPDR S&P 500 ETF Trust position as of Q3 2025 after selling out during the quarter.
Horizons Wealth Management sold 7 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $4.33K.
Horizons Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2022 and held it in 13 quarters.
Horizons Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $4.33K in Q2 2025.
4,245 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

Based on Horizons Wealth Management's 13F filing for Q3 2025, filed 3 Oct 2025.