Spdr S&p 500 Etf shares owned by Horizon Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Horizon Wealth Management
from 13F filings
Historical chart of Horizon Wealth Management investment in Spdr S&p 500 Etf
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Horizon Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Spdr S&p 500 Etf by Horizon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.4M | 6.6k | 666.14 |
| 2025-06-30 | $4.1M | 6.6k | 617.88 |
| 2025-03-31 | $2.6M | 4.7k | 559.38 |
| 2024-12-31 | $3.1M | 5.4k | 586.04 |
| 2024-09-30 | $9.5M | 17k | 573.75 |
| 2024-06-30 | $9.0M | 17k | 544.23 |
| 2024-03-31 | $7.8M | 15k | 523.05 |
| 2023-12-31 | $6.6M | 14k | 475.30 |
| 2023-09-30 | $6.0M | 14k | 427.49 |
| 2023-06-30 | $5.9M | 13k | 443.28 |
| 2023-03-31 | $1.7M | 4.2k | 409.41 |
| 2022-12-31 | $1.6M | 4.3k | 382.45 |
| 2022-09-30 | $1.7M | 4.7k | 357.19 |
| 2022-06-30 | $1.6M | 4.3k | 377.17 |
| 2022-03-31 | $1.5M | 3.2k | 451.84 |
| 2021-12-31 | $1.3M | 2.8k | 474.75 |