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

Vista Finance’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	$699K	Buy	935 +387	+71%	+$281K	0.39%	20
2026 Q1	$357K	Sell	548 -290	-35%	-$197K	0.28%	25
2025 Q4	$572K	Buy	838 +190	+29%	+$128K	0.38%	21
2025 Q3	$432K	Sell	648 -38	-6%	-$24.4K	0.29%	24
2025 Q2	$424K	Buy	686 +144	+27%	+$82.3K	0.37%	23
2025 Q1	$303K	Sell	542 -1	-0.2%	-$588	0.26%	35
2024 Q4	$318K	Buy	+543	New	+$320K	0.33%	37

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

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

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

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

Vista Finance's SPY Position: Q2 2026 in Review

Vista Finance increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 71% in Q2 2026, buying an estimated $281K and bringing the position to 935 shares worth $699K. The position accounts for 0.39% of the portfolio, ranked #20.

Vista Finance first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,268 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Vista Finance held 935 shares of State Street SPDR S&P 500 ETF Trust worth $699K as of Q2 2026.
Vista Finance bought 387 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $281K.
State Street SPDR S&P 500 ETF Trust made up 0.39% of Vista Finance's portfolio in Q2 2026, its #20 holding.
Vista Finance first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
2,268 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.