Visionary Horizons’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Visionary Horizons’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.09M	Buy	1,424 +11	+0.8%	+$8.36K	0.43%	36
2026 Q2	$1.06M	Sell	1,413 -579	-29%	-$420K	0.44%	34
2026 Q1	$1.3M	Buy	1,992 +245	+14%	+$167K	0.64%	28
2025 Q4	$1.19M	Buy	1,747 +62	+4%	+$41.9K	0.62%	28
2025 Q3	$1.12M	Buy	1,685 +152	+10%	+$97.4K	0.63%	27
2025 Q2	$948K	Sell	1,533 -201	-12%	-$115K	0.6%	26
2025 Q1	$970K	Buy	1,734 +45	+3%	+$26.4K	0.68%	24
2024 Q4	$990K	Sell	1,689 -115	-6%	-$67.8K	0.65%	21
2024 Q3	$1.04M	Buy	1,804 +575	+47%	+$318K	0.69%	21
2024 Q2	$669K	Buy	1,229 +100	+9%	+$52.3K	0.49%	30
2024 Q1	$577K	Sell	1,129 -121	-10%	-$60.2K	0.45%	37
2023 Q4	$594K	Buy	+1,250	New	+$557K	0.48%	30

Other funds holding SPY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Visionary Horizons's SPY Position: Q3 2026 in Review

Visionary Horizons increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.78% in Q3 2026, buying an estimated $8.36K and bringing the position to 1,424 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #36.

Visionary Horizons first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2026. 2,984 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

Visionary Horizons held 1,424 shares of State Street SPDR S&P 500 ETF Trust worth $1.09M as of Q3 2026.
Visionary Horizons bought 11 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $8.36K.
State Street SPDR S&P 500 ETF Trust made up 0.43% of Visionary Horizons's portfolio in Q3 2026, its #36 holding.
Visionary Horizons first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's State Street SPDR S&P 500 ETF Trust position peaked at $1.3M in Q1 2026.
2,984 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

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