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

Visionary Wealth Advisors’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	$6.2M	Sell	8,308 -404	-5%	-$293K	0.25%	106
2026 Q1	$5.67M	Buy	8,712 +1,054	+14%	+$717K	0.25%	103
2025 Q4	$5.22M	Buy	7,658 +612	+9%	+$414K	0.24%	111
2025 Q3	$4.69M	Buy	7,046 +55	+0.8%	+$35.3K	0.22%	107
2025 Q2	$4.32M	Sell	6,991 -1,342	-16%	-$767K	0.22%	110
2025 Q1	$4.66M	Buy	8,333 +3,333	+67%	+$1.96M	0.28%	93
2024 Q4	$2.93M	Sell	5,000 -189	-4%	-$111K	0.17%	136
2024 Q3	$2.98M	Sell	5,189 -554	-10%	-$306K	0.18%	127
2024 Q2	$3.13M	Sell	5,743 -24	-0.4%	-$12.6K	0.2%	121
2024 Q1	$3.02M	Sell	5,767 -145	-2%	-$72.2K	0.2%	125
2023 Q4	$2.81M	Buy	5,912 +53	+0.9%	+$23.6K	0.21%	127
2023 Q3	$2.5M	Buy	5,859 +122	+2%	+$54.3K	0.2%	125
2023 Q2	$2.54M	Buy	5,737 +126	+2%	+$52.9K	0.2%	120
2023 Q1	$2.3M	Sell	5,611 -13	-0.2%	-$5.19K	0.19%	115
2022 Q4	$2.15M	Buy	5,624 +351	+7%	+$135K	0.2%	112
2022 Q3	$1.88M	Sell	5,273 -304	-5%	-$121K	0.2%	115
2022 Q2	$2.1M	Buy	5,577 +38	+0.7%	+$15.6K	0.19%	117
2022 Q1	$2.5M	Buy	5,539 +978	+21%	+$435K	0.2%	112
2021 Q4	$2.17M	Buy	4,561 +32	+0.7%	+$14.7K	0.18%	116
2021 Q3	$1.94M	Buy	4,529 +270	+6%	+$119K	0.2%	101
2021 Q2	$1.82M	Sell	4,259 -154	-3%	-$64.3K	0.18%	111
2021 Q1	$1.75M	Buy	4,413 +17	+0.4%	+$6.56K	0.18%	118
2020 Q4	$1.64M	Sell	4,396 -812	-16%	-$288K	0.18%	109
2020 Q3	$1.74M	Sell	5,208 -113	-2%	-$37.4K	0.25%	91
2020 Q2	$1.64M	Sell	5,321 -13,405	-72%	-$3.92M	0.25%	96
2020 Q1	$4.83M	Sell	18,726 -4,373	-19%	-$1.33M	0.91%	32
2019 Q4	$7.43M	Buy	+23,099	New	+$7.11M	1.33%	21

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Visionary Wealth Advisors's SPY Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.6% in Q2 2026, selling an estimated $293K and leaving 8,308 shares worth $6.2M. The position accounts for 0.25% of the portfolio, ranked #106.

Visionary Wealth Advisors first reported a position in SPY in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.43M in Q4 2019. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Visionary Wealth Advisors held 8,308 shares of State Street SPDR S&P 500 ETF Trust worth $6.2M as of Q2 2026.
Visionary Wealth Advisors sold 404 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $293K.
State Street SPDR S&P 500 ETF Trust made up 0.25% of Visionary Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Visionary Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 27 quarters since.
Visionary Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $7.43M in Q4 2019.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.