HORIZON FINANCIAL SERVICES, LLC SPYV Holdings History
HORIZON FINANCIAL SERVICES, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, HORIZON FINANCIAL SERVICES, LLC held 316,957.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $16.19 Mil. This investment constitutes 9.03% of their stock portfolio, and HORIZON FINANCIAL SERVICES, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q2. And since then HORIZON FINANCIAL SERVICES, LLC has made 10 purchases of SPYV, at an average price of $51.62, for a total of 16.27 Mil shares. In addition, there have been 7 sales at an average price of $51.80 for 15.95 Mil shares. Based on historical transaction data and SPYV's current price of $53.31, HORIZON FINANCIAL SERVICES, LLC's estimated gain on his SPYV holdings is $3.45 Mil, reflecting a 0.41% gain to date.
HORIZON FINANCIAL SERVICES, LLC SPYV ($53.31) Holding Chart
HORIZON FINANCIAL SERVICES, LLC SPYV ($53.31) 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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