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Vista Capital Partners’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Vista Capital Partners’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 		$6.89M Sell
9,229
-25
-0.3% -$18.1K 0.6% 12
2026
Q1 		$6.02M Sell
9,254
-94
-1% -$63.9K 0.61% 14
2025
Q4 		$6.37M Buy
9,348
+463
+5% +$313K 0.63% 12
2025
Q3 		$5.92M Sell
8,885
-219
-2% -$140K 0.6% 13
2025
Q2 		$5.63M Sell
9,104
-56
-0.6% -$32K 0.62% 12
2025
Q1 		$5.12M Sell
9,160
-679
-7% -$399K 0.62% 10
2024
Q4 		$5.77M Sell
9,839
-101
-1% -$59.5K 0.67% 10
2024
Q3 		$5.7M Sell
9,940
-107
-1% -$59.2K 0.66% 11
2024
Q2 		$5.47M Sell
10,047
-233
-2% -$122K 0.68% 11
2024
Q1 		$5.38M Sell
10,280
-308
-3% -$153K 0.67% 11
2023
Q4 		$5.03M Sell
10,588
-194
-2% -$86.4K 0.67% 11
2023
Q3 		$4.61M Sell
10,782
-2,965
-22% -$1.32M 0.69% 11
2023
Q2 		$6.09M Sell
13,747
-508
-4% -$213K 0.85% 9
2023
Q1 		$5.84M Buy
14,255
+3,037
+27% +$1.21M 0.86% 9
2022
Q4 		$4.29M Buy
11,218
+201
+2% +$77.3K 0.67% 8
2022
Q3 		$3.94M Buy
11,017
+6
+0.1% +$2.38K 0.67% 10
2022
Q2 		$4.15M Buy
11,011
+591
+6% +$242K 0.68% 9
2022
Q1 		$4.71M Sell
10,420
-260
-2% -$116K 0.61% 10
2021
Q4 		$5.07M Hold
10,680
– – 0.64% 8
2021
Q3 		$4.58M Sell
10,680
-319
-3% -$141K 0.66% 7
2021
Q2 		$4.71M Sell
10,999
-1,315
-11% -$549K 0.68% 7
2021
Q1 		$4.88M Hold
12,314
– – 0.76% 7
2020
Q4 		$4.6M Sell
12,314
-630
-5% -$224K 0.76% 7
2020
Q3 		$4.33M Sell
12,944
-178
-1% -$59K 0.79% 7
2020
Q2 		$4.05M Hold
13,122
– – 0.79% 6
2020
Q1 		$3.38M Sell
13,122
-30
-0.2% -$9.15K 0.8% 7
2019
Q4 		$4.23M Sell
13,152
-21
-0.2% -$6.47K 0.79% 6
2019
Q3 		$3.91M Sell
13,173
-19
-0.1% -$5.61K 0.78% 6
2019
Q2 		$3.87M Buy
13,192
+11,600
+729% +$3.34M 0.77% 6
2019
Q1 		$449K Sell
1,592
-75
-4% -$20.4K 0.09% 35
2018
Q4 		$416K Sell
1,667
-75
-4% -$20.2K 0.1% 35
2018
Q3 		$506K Sell
1,742
-188
-10% -$53.5K 0.1% 36
2018
Q2 		$523K Sell
1,930
-22
-1% -$5.94K 0.11% 34
2018
Q1 		$514K Sell
1,952
-325
-14% -$88.7K 0.12% 32
2017
Q4 		$608K Hold
2,277
– – 0.14% 25
2017
Q3 		$572K Sell
2,277
-17
-0.7% -$4.19K 0.14% 24
2017
Q2 		$555K Hold
2,294
– – 0.14% 24
2017
Q1 		$541K Sell
2,294
-27
-1% -$6.27K 0.14% 24
2016
Q4 		$519K Buy
2,321
+1,100
+90% +$240K 0.14% 26
2016
Q3 		$264K Buy
+1,221
New +$264K 0.07% 40

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

Vista Capital Partners's SPY Position: Q2 2026 in Review

Vista Capital Partners reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q2 2026, selling an estimated $18.1K and leaving 9,229 shares worth $6.89M. The position accounts for 0.6% of the portfolio, ranked #12.

Vista Capital Partners first reported a position in SPY in Q3 2016 and has held it in 40 quarters since. 2,408 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Vista Capital Partners held 9,229 shares of State Street SPDR S&P 500 ETF Trust worth $6.89M as of Q2 2026.
  • Vista Capital Partners sold 25 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $18.1K.
  • State Street SPDR S&P 500 ETF Trust made up 0.6% of Vista Capital Partners's portfolio in Q2 2026, its #12 holding.
  • Vista Capital Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2016 and has held it in 40 quarters since.
  • 2,408 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.