Visionary Horizons’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Visionary Horizons’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$826K	Buy	9,396 +3,984	+74%	+$340K	0.35%	46
2026 Q1	$414K	Sell	5,412 -922	-15%	-$73.7K	0.2%	86
2025 Q4	$508K	Buy	6,334 +410	+7%	+$32.6K	0.26%	73
2025 Q3	$464K	Buy	5,924 +113	+2%	+$8.52K	0.26%	71
2025 Q2	$422K	Sell	5,811 -101	-2%	-$6.79K	0.27%	72
2025 Q1	$389K	Buy	+5,912	New	+$409K	0.27%	69

Other funds holding SPYM

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Visionary Horizons's SPYM Position: Q2 2026 in Review

Visionary Horizons increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 74% in Q2 2026, buying an estimated $340K and bringing the position to 9,396 shares worth $826K. The position accounts for 0.35% of the portfolio, ranked #46.

Visionary Horizons first reported a position in SPYM in Q1 2025 and has held it in 6 quarters since. 889 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Visionary Horizons held 9,396 shares of State Street SPDR Portfolio S&P 500 ETF worth $826K as of Q2 2026.
Visionary Horizons bought 3,984 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $340K.
State Street SPDR Portfolio S&P 500 ETF made up 0.35% of Visionary Horizons's portfolio in Q2 2026, its #46 holding.
Visionary Horizons first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
889 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

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