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Spdr Ser Tr shares owned by Horizon Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr (EFIV) shares owned by Horizon Wealth Management from 13F filings

Historical chart of Horizon Wealth Management investment in Spdr Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr held by Horizon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr by Horizon Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 4.3k 63.59
2025-06-30 $217k 3.7k 58.56
2024-12-31 $207k 3.7k 56.47

More positions owned by Horizon Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vaneck Etf Trust Video Gmng Esprt (ESPO)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Msci Gbl Gold Mn (RING)
Coinbase Global Com Cl A (COIN)

View all positions for Horizon Wealth Management

Top funds holding Spdr Ser Tr

Banca d'Italia
Financial Network Wealth Management
Koss-Olinger Consulting
Baltimore-Washington Financial Advisors
LPL Financial
Tompkins Financial Corp
SOA Wealth Advisors
Laurel Wealth Planning
Retirement Capital Strategies
Principal Financial Group
Private Advisor
Blue Edge Capital
Integrated Wealth Concepts
Financial Engines Advisors L.L.C
Equitable Holdings

View all funds holding Spdr Ser Tr