SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Horizon Wealth Management, LLC's Holding History (CIK: 0001815123)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 222,488 Value ($000) $23,740 Avg Close Range
Q3 2025
Shares 222,959 Value ($000) $23,301 Avg Close Range
Q2 2025
Shares 222,618 Value ($000) $21,220 Avg Close Range
Q1 2025
Shares 224,828 Value ($000) $18,069 Avg Close Range
Q4 2024
Shares 227,473 Value ($000) $19,995 Avg Close Range
Q3 2024
Shares 224,312 Value ($000) $18,604 Avg Close Range
Q2 2024
Shares 218,622 Value ($000) $17,518 Avg Close Range
Q1 2024
Shares 252,579 Value ($000) $18,476 Avg Close Range
Q4 2023
Shares 437,972 Value ($000) $28,494 Avg Close Range
Q3 2023
Shares 155,991 Value ($000) $9,247 Avg Close Range
Q2 2023
Shares 173,742 Value ($000) $10,600 Avg Close Range
Q1 2023
Shares 138,506 Value ($000) $7,668 Avg Close Range
Q4 2022
Shares 120,570 Value ($000) $6,109 Avg Close Range
Q3 2022
Shares 15,509 Value ($000) $777 Avg Close Range
Q2 2022
Shares 15,843 Value ($000) $828 Avg Close Range
Q1 2022
Shares 16,211 Value ($000) $1,073 Avg Close Range
Q4 2021
Shares 17,807 Value ($000) $1,290 Avg Close Range