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 Q3	–	Sell	-28,107	Closed	-$717K	–	157
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Great Lakes Retirement Sandusky, Ohio $1.14B AUM 34.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Visionary Horizons's SPAB Position: Q3 2026 in Review

Visionary Horizons sold out of State Street SPDR Portfolio Aggregate Bond ETF (SPAB) in Q3 2026, closing a stake of 28,107 shares — an estimated $717K sold.

Visionary Horizons first reported a position in SPAB in Q1 2025 and held it in 6 quarters. The position peaked at $1.02M in Q4 2025. 217 funds tracked by Wall St. Rank hold SPAB as of Q3 2026.

Visionary Horizons reported no remaining State Street SPDR Portfolio Aggregate Bond ETF position as of Q3 2026 after selling out during the quarter.
Visionary Horizons sold 28,107 State Street SPDR Portfolio Aggregate Bond ETF shares in Q3 2026, an estimated $717K.
Visionary Horizons first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q1 2025 and held it in 6 quarters.
Visionary Horizons's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $1.02M in Q4 2025.
217 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.