Vista Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.66M | Sell |
78,735
-2,849
| -3% | -$173K | 1.56% | 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 | 1.54% | 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
VA
AG
FWI
