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Vista Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Vista Investment Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$616K Sell
12,758
-1,628
-11% -$80.6K 0.21% 112
2025
Q4 		$674K Buy
14,386
+3,832
+36% +$179K 0.22% 106
2025
Q3 		$489K Buy
10,554
+300
+3% +$13.5K 0.17% 121
2025
Q2 		$437K Buy
10,254
+635
+7% +$25.6K 0.16% 126
2025
Q1 		$392K Buy
9,619
+569
+6% +$25.1K 0.15% 131
2024
Q4 		$407K Buy
9,050
+1,413
+19% +$65.7K 0.15% 128
2024
Q3 		$348K Buy
7,637
+1,442
+23% +$63.4K 0.13% 136
2024
Q2 		$257K Buy
+6,195
New +$258K 0.1% 156
2020
Q1 		– Sell
-46,727
Closed -$1.52M – 139
2019
Q4 		$1.52M Sell
46,727
-98
-0.2% -$3.06K 1.15% 25
2019
Q3 		$1.41M Buy
46,825
+2,787
+6% +$84.1K 1.16% 26
2019
Q2 		$1.35M Buy
44,038
+4,702
+12% +$143K 1.14% 27
2019
Q1 		$1.19M Buy
39,336
+12,047
+44% +$358K 1.04% 32
2018
Q4 		$719K Buy
27,289
+14,528
+114% +$428K 0.74% 46
2018
Q3 		$424K Buy
12,761
+1,086
+9% +$36.2K 0.37% 95
2018
Q2 		$377K Buy
11,675
+165
+1% +$5.2K 0.37% 95
2018
Q1 		$344K Buy
+11,510
New +$350K 0.36% 92

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Vista Investment Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 11% in Q1 2026, selling an estimated $80.6K and leaving 12,758 shares worth $616K. The position accounts for 0.21% of the portfolio, ranked #112.

Vista Investment Management first reported a position in SPSM in Q1 2018 and has held it in 16 quarters since. The position peaked at $1.52M in Q4 2019. 1,003 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Vista Investment Management held 12,758 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $616K as of Q1 2026.
  • Vista Investment Management sold 1,628 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $80.6K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.21% of Vista Investment Management's portfolio in Q1 2026, its #112 holding.
  • Vista Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 16 quarters since.
  • Vista Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.52M in Q4 2019.
  • 1,003 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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