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 Q3	$3.66M	Buy	40,728 +31,332	+333%	+$2.8M	1.46%	13
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

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

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

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

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

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Visionary Horizons's SPYM Position: Q3 2026 in Review

Visionary Horizons increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 333% in Q3 2026, buying an estimated $2.8M and bringing the position to 40,728 shares worth $3.66M. The position accounts for 1.46% of the portfolio, ranked #13.

Visionary Horizons first reported a position in SPYM in Q1 2025 and has held it in 7 quarters since. 845 funds tracked by Wall St. Rank hold SPYM as of Q3 2026.

Visionary Horizons held 40,728 shares of State Street SPDR Portfolio S&P 500 ETF worth $3.66M as of Q3 2026.
Visionary Horizons bought 31,332 State Street SPDR Portfolio S&P 500 ETF shares in Q3 2026, an estimated $2.8M.
State Street SPDR Portfolio S&P 500 ETF made up 1.46% of Visionary Horizons's portfolio in Q3 2026, its #13 holding.
Visionary Horizons first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
845 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q3 2026.

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