VIM
Vista Investment Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Buy |
76,085
+1,963
| +3% | +$107K | 1.53% | 17 |
|
|
2025
Q1 | $3.79M | Buy |
74,122
+1,165
| +2% | +$59.6K | 1.48% | 16 |
|
|
2024
Q4 | $3.99M | Buy |
72,957
+928
| +1% | +$50.8K | 1.51% | 15 |
|
|
2024
Q3 | $3.94M | Buy |
72,029
+1,805
| +3% | +$98.7K | 1.48% | 16 |
|
|
2024
Q2 | $3.6M | Buy |
70,224
+3,316
| +5% | +$170K | 1.46% | 18 |
|
|
2024
Q1 | $3.57M | Sell |
66,908
-320
| -0.5% | -$17.1K | 1.45% | 16 |
|
|
2023
Q4 | $3.28M | Buy |
67,228
+2,729
| +4% | +$133K | 1.52% | 14 |
|
|
2023
Q3 | $2.82M | Buy |
64,499
+419
| +0.7% | +$18.3K | 1.48% | 15 |
|
|
2023
Q2 | $2.94M | Buy |
64,080
+430
| +0.7% | +$19.7K | 1.49% | 15 |
|
|
2023
Q1 | $2.8M | Sell |
63,650
-794
| -1% | -$34.9K | 1.48% | 15 |
|
|
2022
Q4 | $2.74M | Buy |
64,444
+780
| +1% | +$33.2K | 1.56% | 12 |
|
|
2022
Q3 | $2.46M | Buy |
63,664
+359
| +0.6% | +$13.8K | 1.51% | 17 |
|
|
2022
Q2 | $2.51M | Buy |
63,305
+1,733
| +3% | +$68.8K | 1.52% | 13 |
|
|
2022
Q1 | $2.9M | Buy |
61,572
+1,137
| +2% | +$53.6K | 1.59% | 13 |
|
|
2021
Q4 | $3.01M | Buy |
60,435
+314
| +0.5% | +$15.6K | 1.63% | 13 |
|
|
2021
Q3 | $2.78M | Buy |
60,121
+1,748
| +3% | +$80.7K | 1.63% | 12 |
|
|
2021
Q2 | $2.76M | Sell |
58,373
-1,105
| -2% | -$52.2K | 1.63% | 12 |
|
|
2021
Q1 | $2.72M | Sell |
59,478
-2,352
| -4% | -$108K | 1.69% | 12 |
|
|
2020
Q4 | $2.5M | Sell |
61,830
-1,747
| -3% | -$70.6K | 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% | -$176K | 1.79% | 12 |
|
|
2020
Q1 | $1.84M | Buy |
72,496
+2,413
| +3% | +$61.1K | 1.88% | 11 |
|
|
2019
Q4 | $2.54M | Buy |
70,083
+169
| +0.2% | +$6.12K | 1.91% | 6 |
|
|
2019
Q3 | $2.37M | Buy |
69,914
+2,194
| +3% | +$74.3K | 1.95% | 8 |
|
|
2019
Q2 | $2.31M | Buy |
67,720
+2,085
| +3% | +$71K | 1.95% | 8 |
|
|
2019
Q1 | $2.19M | Buy |
65,635
+15,424
| +31% | +$514K | 1.92% | 7 |
|
|
2018
Q4 | $1.48M | Buy |
50,211
+19,176
| +62% | +$564K | 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% | +$119K | 0.95% | 37 |
|
|
2018
Q1 | $807K | Buy |
+24,333
| New | +$807K | 0.84% | 43 |
|