Horizon Financial Services, LLC Spdr Portfolio Transaction History

Horizon Financial Services, LLC

$229 Million
Q4 2025

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 26, 2024	SELL	$47.16 - $53.34 $223,349 - $252,618	-4,736 Reduced 98.63%	66 $3,000
Q4 2023 Feb 15, 2024	BUY	$40.76 - $49.2 $2,608 - $3,148	64 Added 1.35%	4,802 $233,000
Q3 2023 Oct 25, 2023	SELL	$43.23 - $47.8 $10,548 - $11,663	-244 Reduced 4.9%	4,738 $207,000
Q2 2023 Jul 20, 2023	SELL	$42.21 - $45.89 $2,617 - $2,845	-62 Reduced 1.23%	4,982 $228,000
Q1 2023 Apr 19, 2023	SELL	$41.67 - $47.74 $76,839 - $88,032	-1,844 Reduced 26.77%	5,044 $221,000

Q4 2022 Jan 17, 2023	BUY	$39.32 - $45.21 $18,087 - $20,796	460 Added 7.16%	6,888 $0
Q3 2022 Oct 21, 2022	BUY	$38.55 - $46.17 $6,553 - $7,848	170 Added 2.72%	6,428 $248,000
Q2 2022 Jul 22, 2022	BUY	$38.67 - $47.45 $241,996 - $296,942	6,258 New	6,258 $248,000
Q1 2022 Apr 27, 2022	SELL	$44.15 - $50.14 $136,909 - $155,484	-3,101 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$46.63 - $50.95 $31,055 - $33,932	666 Added 27.35%	3,101 $0
Q3 2021 Oct 22, 2021	BUY	$45.05 - $48.67 $45,951 - $49,643	1,020 Added 72.08%	2,435 $112,000
Q2 2021 Jul 22, 2021	BUY	$45.87 - $48.58 $64,906 - $68,740	1,415 New	1,415 $67,000

Others Institutions Holding SPMD

# of Institutions

807

Shares Held

231M

Call Options Held

0

Put Options Held

0

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