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Vista Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Vista Investment Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.72M Buy
73,785
+102
+0.1% +$5.06K 1.12% 25
2026
Q1 		$3.36M Buy
73,683
+2,064
+3% +$96.8K 1.12% 24
2025
Q4 		$3.18M Buy
71,619
+6,860
+11% +$300K 1.05% 28
2025
Q3 		$2.77M Buy
64,759
+554
+0.9% +$23K 0.97% 32
2025
Q2 		$2.6M Buy
64,205
+2,521
+4% +$96.6K 0.96% 31
2025
Q1 		$2.25M Sell
61,684
-712
-1% -$25.7K 0.88% 32
2024
Q4 		$2.13M Buy
62,396
+415
+0.7% +$14.9K 0.81% 36
2024
Q3 		$2.33M Buy
61,981
+1,046
+2% +$37.8K 0.88% 35
2024
Q2 		$2.14M Sell
60,935
-316
-0.5% -$11.2K 0.87% 35
2024
Q1 		$2.2M Buy
61,251
+247
+0.4% +$8.48K 0.89% 32
2023
Q4 		$2.07M Buy
61,004
+2,101
+4% +$66.7K 0.96% 31
2023
Q3 		$1.83M Sell
58,903
-1,671
-3% -$54K 0.96% 30
2023
Q2 		$1.97M Buy
60,574
+569
+0.9% +$18.6K 1% 29
2023
Q1 		$1.93M Buy
60,005
+3,366
+6% +$106K 1.02% 28
2022
Q4 		$1.68M Buy
56,639
+1,543
+3% +$44.3K 0.96% 30
2022
Q3 		$1.42M Buy
55,096
+548
+1% +$15.8K 0.88% 32
2022
Q2 		$1.57M Buy
54,548
+57
+0.1% +$1.8K 0.95% 29
2022
Q1 		$1.87M Sell
54,491
-78
-0.1% -$2.71K 1.02% 27
2021
Q4 		$1.99M Buy
54,569
+1,669
+3% +$61.4K 1.08% 25
2021
Q3 		$1.92M Buy
52,900
+404
+0.8% +$15K 1.12% 24
2021
Q2 		$1.93M Sell
52,496
-2,517
-5% -$93.4K 1.14% 25
2021
Q1 		$1.95M Sell
55,013
-2,563
-4% -$89.8K 1.21% 26
2020
Q4 		$1.94M Buy
57,576
+1,333
+2% +$42K 1.3% 19
2020
Q3 		$1.65M Sell
56,243
-1,179
-2% -$34.4K 1.26% 23
2020
Q2 		$1.59M Sell
57,422
-448
-0.8% -$11.7K 1.36% 21
2020
Q1 		$1.39M Sell
57,870
-1,314
-2% -$37.6K 1.42% 20
2019
Q4 		$1.85M Sell
59,184
-1,938
-3% -$59K 1.39% 21
2019
Q3 		$1.79M Buy
61,122
+540
+0.9% +$15.7K 1.48% 20
2019
Q2 		$1.79M Buy
60,582
+1,121
+2% +$33K 1.52% 19
2019
Q1 		$1.74M Buy
59,461
+8,063
+16% +$230K 1.52% 18
2018
Q4 		$1.36M Buy
51,398
+7,065
+16% +$199K 1.4% 22
2018
Q3 		$1.36M Buy
44,333
+10,461
+31% +$320K 1.2% 27
2018
Q2 		$1.03M Buy
33,872
+3,442
+11% +$109K 1.01% 34
2018
Q1 		$956K Buy
30,430
+3,527
+13% +$113K 1% 36
2017
Q4 		$853K Buy
+26,903
New +$839K 0.89% 38

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vista Investment Management's SPDW Position: Q2 2026 in Review

Vista Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.14% in Q2 2026, buying an estimated $5.06K and bringing the position to 73,785 shares worth $3.72M. The position accounts for 1.12% of the portfolio, ranked #25.

Vista Investment Management first reported a position in SPDW in Q4 2017 and has held it in 35 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Vista Investment Management held 73,785 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $3.72M as of Q2 2026.
  • Vista Investment Management bought 102 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $5.06K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 1.12% of Vista Investment Management's portfolio in Q2 2026, its #25 holding.
  • Vista Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2017 and has held it in 35 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.