VH
SPAB icon

Visionary Horizons’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Visionary Horizons’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$717K Buy
28,107
+6,174
+28% +$157K 0.3% 57
2026
Q1 		$562K Sell
21,933
-17,719
-45% -$457K 0.28% 73
2025
Q4 		$1.02M Buy
39,652
+5,789
+17% +$150K 0.53% 35
2025
Q3 		$875K Buy
33,863
+17,042
+101% +$436K 0.49% 37
2025
Q2 		$431K Buy
16,821
+4,286
+34% +$108K 0.27% 71
2025
Q1 		$320K Buy
+12,535
New +$316K 0.23% 76

Other funds holding SPAB

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Visionary Horizons's SPAB Position: Q2 2026 in Review

Visionary Horizons increased its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 28% in Q2 2026, buying an estimated $157K and bringing the position to 28,107 shares worth $717K. The position accounts for 0.3% of the portfolio, ranked #57.

Visionary Horizons first reported a position in SPAB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 96 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

  • Visionary Horizons held 28,107 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $717K as of Q2 2026.
  • Visionary Horizons bought 6,174 State Street SPDR Portfolio Aggregate Bond ETF shares in Q2 2026, an estimated $157K.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.3% of Visionary Horizons's portfolio in Q2 2026, its #57 holding.
  • Visionary Horizons first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Visionary Horizons's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.02M in Q4 2025.
  • 96 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Visionary Horizons's 13F filing for Q2 2026, filed 16 Jul 2026.