Visionary Horizons’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Visionary Horizons’s Portfolio SPTS Stock Details SPTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Buy	66,455 +230	+0.3%	+$6.68K	0.81%	22
2026 Q1	$1.93M	Buy	66,225 +7,559	+13%	+$221K	0.95%	17
2025 Q4	$1.72M	Sell	58,666 -432	-0.7%	-$12.7K	0.89%	15
2025 Q3	$1.73M	Buy	59,098 +2,994	+5%	+$87.5K	0.97%	16
2025 Q2	$1.64M	Buy	56,104 +673	+1%	+$19.6K	1.04%	15
2025 Q1	$1.62M	Sell	55,431 -390	-0.7%	-$11.3K	1.14%	16
2024 Q4	$1.62M	Buy	55,821 +1,495	+3%	+$43.5K	1.06%	11
2024 Q3	$1.6M	Buy	54,326 +2,570	+5%	+$75K	1.07%	11
2024 Q2	$1.49M	Buy	51,756 +2,020	+4%	+$58.1K	1.09%	12
2024 Q1	$1.43M	Buy	49,736 +3,350	+7%	+$97K	1.11%	12
2023 Q4	$1.35M	Buy	+46,386	New	+$1.34M	1.09%	11

Other funds holding SPTS

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Visionary Horizons's SPTS Position: Q2 2026 in Review

Visionary Horizons increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 0.35% in Q2 2026, buying an estimated $6.68K and bringing the position to 66,455 shares worth $1.93M. The position accounts for 0.81% of the portfolio, ranked #22.

Visionary Horizons first reported a position in SPTS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q1 2026. 181 funds tracked by Wall St. Rank hold SPTS as of Q2 2026.

Visionary Horizons held 66,455 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $1.93M as of Q2 2026.
Visionary Horizons bought 230 State Street SPDR Portfolio Short Term Treasury ETF shares in Q2 2026, an estimated $6.68K.
State Street SPDR Portfolio Short Term Treasury ETF made up 0.81% of Visionary Horizons's portfolio in Q2 2026, its #22 holding.
Visionary Horizons first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Visionary Horizons's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $1.93M in Q1 2026.
181 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q2 2026.

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