VIM
SPMD icon

Vista Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Vista Investment Management’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.28M Sell
78,154
-581
-0.7% -$37.4K 1.59% 17
2026
Q1 		$4.66M Sell
78,735
-2,849
-3% -$173K 1.55% 16
2025
Q4 		$4.72M Buy
81,584
+5,910
+8% +$339K 1.56% 17
2025
Q3 		$4.33M Sell
75,674
-411
-0.5% -$23.2K 1.51% 17
2025
Q2 		$4.14M Buy
76,085
+1,963
+3% +$101K 1.53% 17
2025
Q1 		$3.79M Buy
74,122
+1,165
+2% +$63.5K 1.48% 16
2024
Q4 		$3.99M Buy
72,957
+928
+1% +$52.2K 1.51% 15
2024
Q3 		$3.94M Buy
72,029
+1,805
+3% +$95.4K 1.48% 16
2024
Q2 		$3.6M Buy
70,224
+3,316
+5% +$171K 1.46% 18
2024
Q1 		$3.57M Sell
66,908
-320
-0.5% -$15.9K 1.45% 16
2023
Q4 		$3.28M Buy
67,228
+2,729
+4% +$122K 1.52% 14
2023
Q3 		$2.82M Buy
64,499
+419
+0.7% +$19.3K 1.48% 15
2023
Q2 		$2.94M Buy
64,080
+430
+0.7% +$18.8K 1.49% 15
2023
Q1 		$2.8M Sell
63,650
-794
-1% -$35.5K 1.48% 15
2022
Q4 		$2.74M Buy
64,444
+780
+1% +$33.1K 1.56% 12
2022
Q3 		$2.46M Buy
63,664
+359
+0.6% +$15.2K 1.51% 17
2022
Q2 		$2.51M Buy
63,305
+1,733
+3% +$75.2K 1.52% 13
2022
Q1 		$2.9M Buy
61,572
+1,137
+2% +$53.2K 1.59% 13
2021
Q4 		$3.01M Buy
60,435
+314
+0.5% +$15.3K 1.63% 13
2021
Q3 		$2.77M Buy
60,121
+1,748
+3% +$82.5K 1.63% 12
2021
Q2 		$2.76M Sell
58,373
-1,105
-2% -$52.4K 1.63% 12
2021
Q1 		$2.72M Sell
59,478
-2,352
-4% -$103K 1.69% 12
2020
Q4 		$2.5M Sell
61,830
-1,747
-3% -$64.8K 1.67% 13
2020
Q3 		$2.08M Sell
63,577
-3,299
-5% -$108K 1.58% 16
2020
Q2 		$2.09M Sell
66,876
-5,620
-8% -$164K 1.79% 12
2020
Q1 		$1.84M Buy
72,496
+2,413
+3% +$78.9K 1.88% 11
2019
Q4 		$2.54M Buy
70,083
+169
+0.2% +$5.89K 1.91% 6
2019
Q3 		$2.37M Buy
69,914
+2,194
+3% +$73.9K 1.95% 8
2019
Q2 		$2.31M Buy
67,720
+2,085
+3% +$70.2K 1.95% 8
2019
Q1 		$2.19M Buy
65,635
+15,424
+31% +$504K 1.92% 7
2018
Q4 		$1.48M Buy
50,211
+19,176
+62% +$624K 1.52% 20
2018
Q3 		$1.12M Buy
31,035
+3,290
+12% +$119K 0.99% 33
2018
Q2 		$968K Buy
27,745
+3,412
+14% +$117K 0.95% 37
2018
Q1 		$807K Buy
+24,333
New +$820K 0.84% 43

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

Vista Investment Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.74% in Q2 2026, selling an estimated $37.4K and leaving 78,154 shares worth $5.28M. The position accounts for 1.59% of the portfolio, ranked #17.

Vista Investment Management first reported a position in SPMD in Q1 2018 and has held it in 34 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Vista Investment Management held 78,154 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.28M as of Q2 2026.
  • Vista Investment Management sold 581 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $37.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.59% of Vista Investment Management's portfolio in Q2 2026, its #17 holding.
  • Vista Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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