Number of Shares
495,626.00
Current Holdings Value*
$14.92 Mil
% of Portfolio
8.32%
Total Estimate Gain
$135,068.01
% of Total Estimate Gain
0.03%

HORIZON FINANCIAL SERVICES, LLC's SPDR Portfolio Short Term Corporate Bond ETF Holding Summary

As of 2025-03-31, HORIZON FINANCIAL SERVICES, LLC held 495,626.00 shares of SPDR Portfolio Short Term Corporate Bond ETF(SPSB), totaling $14.92 Mil. This investment constitutes 8.32% of their stock portfolio, and HORIZON FINANCIAL SERVICES, LLC now holds 0.2% of the outstanding SPDR Portfolio Short Term Corporate Bond ETF(SPSB) stock.

The initial trade took place in 2021Q1. And since then HORIZON FINANCIAL SERVICES, LLC has made 7 purchases of SPSB, at an average price of $29.96, for a total of 14.92 Mil shares. In addition, there have been 1 sales at an average price of $29.96 for 14.42 Mil shares. Based on historical transaction data and SPSB's current price of $30.13, HORIZON FINANCIAL SERVICES, LLC's estimated gain on his SPSB holdings is $135,068.01, reflecting a 0.03% gain to date.

HORIZON FINANCIAL SERVICES, LLC SPSB ($30.13) Holding Chart

HORIZON FINANCIAL SERVICES, LLC SPSB ($30.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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