Vista Investment Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
10,254
+635
| +7% | +$27.1K | 0.16% | 126 |
|
|
2025
Q1 | $392K | Buy |
9,619
+569
| +6% | +$23.2K | 0.15% | 131 |
|
|
2024
Q4 | $407K | Buy |
9,050
+1,413
| +19% | +$63.5K | 0.15% | 128 |
|
|
2024
Q3 | $348K | Buy |
7,637
+1,442
| +23% | +$65.6K | 0.13% | 136 |
|
|
2024
Q2 | $257K | Buy |
+6,195
| New | +$257K | 0.1% | 156 |
|
|
2020
Q1 | – | Sell |
-46,727
| Closed | -$1.53M | – | 139 |
|
|
2019
Q4 | $1.53M | Sell |
46,727
-98
| -0.2% | -$3.2K | 1.15% | 25 |
|
|
2019
Q3 | $1.41M | Buy |
46,825
+2,787
| +6% | +$83.6K | 1.16% | 26 |
|
|
2019
Q2 | $1.35M | Buy |
44,038
+4,702
| +12% | +$144K | 1.14% | 27 |
|
|
2019
Q1 | $1.19M | Buy |
39,336
+12,047
| +44% | +$364K | 1.04% | 32 |
|
|
2018
Q4 | $719K | Buy |
27,289
+14,528
| +114% | +$383K | 0.74% | 46 |
|
|
2018
Q3 | $424K | Buy |
12,761
+1,086
| +9% | +$36.1K | 0.37% | 95 |
|
|
2018
Q2 | $377K | Buy |
11,675
+165
| +1% | +$5.33K | 0.37% | 95 |
|
|
2018
Q1 | $344K | Buy |
+11,510
| New | +$344K | 0.36% | 92 |
|