Number of Shares
199,485.00
Current Holdings Value*
$16.03 Mil
% of Portfolio
8.94%
Total Estimate Gain
$6.50 Mil
% of Total Estimate Gain
0.46%

HORIZON FINANCIAL SERVICES, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, HORIZON FINANCIAL SERVICES, LLC held 199,485.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $16.03 Mil. This investment constitutes 8.94% of their stock portfolio, and HORIZON FINANCIAL SERVICES, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q2. And since then HORIZON FINANCIAL SERVICES, LLC has made 11 purchases of SPYG, at an average price of $86.90, for a total of 16.11 Mil shares. In addition, there have been 6 sales at an average price of $87.17 for 15.91 Mil shares. Based on historical transaction data and SPYG's current price of $97.79, HORIZON FINANCIAL SERVICES, LLC's estimated gain on his SPYG holdings is $6.50 Mil, reflecting a 0.46% gain to date.

HORIZON FINANCIAL SERVICES, LLC SPYG ($97.79) Holding Chart

HORIZON FINANCIAL SERVICES, LLC SPYG ($97.79) 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 %

Top Ranked Articles

  • 1