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Vista Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Vista Investment Management’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.56M Sell
118,387
-917
-0.8% -$27.7K 1.18% 22
2025
Q4 		$3.6M Buy
119,304
+10,601
+10% +$320K 1.19% 21
2025
Q3 		$3.29M Buy
108,703
+1,826
+2% +$55.1K 1.15% 23
2025
Q2 		$3.23M Sell
106,877
-174
-0.2% -$5.22K 1.2% 22
2025
Q1 		$3.22M Sell
107,051
-1,877
-2% -$56.2K 1.26% 21
2024
Q4 		$3.25M Sell
108,928
-8,672
-7% -$260K 1.23% 22
2024
Q3 		$3.56M Sell
117,600
-4,628
-4% -$139K 1.34% 20
2024
Q2 		$3.63M Sell
122,228
-163,860
-57% -$4.85M 1.47% 17
2024
Q1 		$8.52M Buy
286,088
+29,842
+12% +$888K 3.47% 2
2023
Q4 		$7.63M Buy
256,246
+16,972
+7% +$499K 3.55% 2
2023
Q3 		$7.02M Sell
239,274
-6,084
-2% -$179K 3.68% 1
2023
Q2 		$7.22M Sell
245,358
-8,928
-4% -$264K 3.66% 1
2023
Q1 		$7.53M Buy
254,286
+47,214
+23% +$1.39M 3.98% 1
2022
Q4 		$6.08M Sell
207,072
-2,533
-1% -$74.1K 3.47% 2
2022
Q3 		$6.13M Buy
209,605
+16,523
+9% +$490K 3.77% 2
2022
Q2 		$5.74M Buy
193,082
+7,315
+4% +$219K 3.47% 2
2022
Q1 		$5.6M Sell
185,767
-7,305
-4% -$223K 3.07% 2
2021
Q4 		$5.98M Buy
193,072
+10,199
+6% +$317K 3.25% 1
2021
Q3 		$5.71M Buy
182,873
+14,876
+9% +$465K 3.35% 2
2021
Q2 		$5.26M Buy
167,997
+23,552
+16% +$737K 3.1% 2
2021
Q1 		$4.52M Buy
144,445
+14,424
+11% +$452K 2.82% 2
2020
Q4 		$4.08M Buy
130,021
+16,123
+14% +$506K 2.74% 3
2020
Q3 		$3.57M Buy
113,898
+16,570
+17% +$520K 2.73% 4
2020
Q2 		$3.05M Sell
97,328
-2,089
-2% -$64.8K 2.62% 4
2020
Q1 		$3.01M Sell
99,417
-23,934
-19% -$732K 3.07% 4
2019
Q4 		$3.8M Buy
123,351
+7,477
+6% +$231K 2.86% 3
2019
Q3 		$3.58M Buy
115,874
+15,587
+16% +$480K 2.95% 2
2019
Q2 		$3.09M Buy
100,287
+9,628
+11% +$294K 2.61% 3
2019
Q1 		$2.77M Buy
90,659
+6,677
+8% +$203K 2.43% 4
2018
Q4 		$2.53M Sell
83,982
-5,251
-6% -$158K 2.61% 3
2018
Q3 		$2.69M Buy
89,233
+5,477
+7% +$165K 2.38% 2
2018
Q2 		$2.53M Buy
83,756
+498
+0.6% +$15K 2.47% 1
2018
Q1 		$2.51M Buy
83,258
+891
+1% +$27K 2.63% 1
2017
Q4 		$2.51M Buy
+82,367
New +$2.52M 2.62% 1

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Vista Investment Management's SPSB Position: Q1 2026 in Review

Vista Investment Management reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 0.77% in Q1 2026, selling an estimated $27.7K and leaving 118,387 shares worth $3.56M. The position accounts for 1.18% of the portfolio, ranked #22.

Vista Investment Management first reported a position in SPSB in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.52M in Q1 2024. 572 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Vista Investment Management held 118,387 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $3.56M as of Q1 2026.
  • Vista Investment Management sold 917 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $27.7K.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 1.18% of Vista Investment Management's portfolio in Q1 2026, its #22 holding.
  • Vista Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2017 and has held it in 34 quarters since.
  • Vista Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $8.52M in Q1 2024.
  • 572 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.