VH
SPY icon

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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Visionary Horizons's SPY Position: Q2 2026 in Review

Visionary Horizons reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 29% in Q2 2026, selling an estimated $420K and leaving 1,413 shares worth $1.06M. The position accounts for 0.44% of the portfolio, ranked #34.

Visionary Horizons first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q1 2026. 2,405 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Visionary Horizons held 1,413 shares of State Street SPDR S&P 500 ETF Trust worth $1.06M as of Q2 2026.
  • Visionary Horizons sold 579 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $420K.
  • State Street SPDR S&P 500 ETF Trust made up 0.44% of Visionary Horizons's portfolio in Q2 2026, its #34 holding.
  • Visionary Horizons first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • Visionary Horizons's State Street SPDR S&P 500 ETF Trust position peaked at $1.3M in Q1 2026.
  • 2,405 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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