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Vista Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Vista Investment Management’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$501K Sell
6,340
-33
-0.5% -$2.73K 0.17% 118
2025
Q4 		$526K Sell
6,373
-199
-3% -$16.3K 0.17% 116
2025
Q3 		$530K Sell
6,572
-21
-0.3% -$1.63K 0.19% 117
2025
Q2 		$494K Sell
6,593
-2,417
-27% -$168K 0.18% 118
2025
Q1 		$613K Buy
9,010
+129
+1% +$9.23K 0.24% 107
2024
Q4 		$634K Sell
8,881
-91
-1% -$6.55K 0.24% 106
2024
Q3 		$629K Sell
8,972
-63
-0.7% -$4.25K 0.24% 104
2024
Q2 		$599K Sell
9,035
-532
-6% -$34.1K 0.24% 103
2024
Q1 		$614K Buy
9,567
+3,590
+60% +$219K 0.25% 107
2023
Q4 		$349K Buy
5,977
+394
+7% +$21.5K 0.16% 125
2023
Q3 		$293K Sell
5,583
-24
-0.4% -$1.31K 0.15% 132
2023
Q2 		$305K Sell
5,607
-220
-4% -$11.3K 0.15% 133
2023
Q1 		$294K Buy
5,827
+230
+4% +$11.4K 0.16% 136
2022
Q4 		$265K Sell
5,597
-218
-4% -$10.4K 0.15% 135
2022
Q3 		$256K Buy
5,815
+179
+3% +$8.76K 0.16% 135
2022
Q2 		$262K Buy
5,636
+75
+1% +$3.79K 0.16% 139
2022
Q1 		$309K Sell
5,561
-910
-14% -$49.9K 0.17% 134
2021
Q4 		$378K Sell
6,471
-778
-11% -$44K 0.21% 114
2021
Q3 		$384K Sell
7,249
-306
-4% -$16.6K 0.23% 108
2021
Q2 		$400K Sell
7,555
-765
-9% -$39.6K 0.24% 108
2021
Q1 		$409K Sell
8,320
-460
-5% -$22K 0.25% 106
2020
Q4 		$405K Sell
8,780
-2,271
-21% -$99K 0.27% 101
2020
Q3 		$452K Sell
11,051
-2,869
-21% -$116K 0.34% 85
2020
Q2 		$526K Sell
13,920
-4,104
-23% -$147K 0.45% 77
2020
Q1 		$567K Sell
18,024
-1,197
-6% -$45K 0.58% 57
2019
Q4 		$766K Sell
19,221
-1,145
-6% -$43.7K 0.58% 62
2019
Q3 		$748K Sell
20,366
-12,956
-39% -$475K 0.62% 59
2019
Q2 		$1.22M Buy
33,322
+3,070
+10% +$110K 1.03% 31
2019
Q1 		$1.06M Buy
30,252
+3,095
+11% +$105K 0.93% 35
2018
Q4 		$839K Buy
27,157
+2,247
+9% +$75K 0.86% 39
2018
Q3 		$902K Sell
24,910
-2,867
-10% -$102K 0.8% 47
2018
Q2 		$944K Buy
27,777
+3,124
+13% +$105K 0.92% 38
2018
Q1 		$809K Sell
24,653
-915
-4% -$31K 0.85% 42
2017
Q4 		$849K Buy
+25,568
New +$827K 0.89% 39

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Vista Investment Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.52% in Q1 2026, selling an estimated $2.73K and leaving 6,340 shares worth $501K. The position accounts for 0.17% of the portfolio, ranked #118.

Vista Investment Management first reported a position in SPTM in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.22M in Q2 2019. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Vista Investment Management held 6,340 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $501K as of Q1 2026.
  • Vista Investment Management sold 33 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $2.73K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of Vista Investment Management's portfolio in Q1 2026, its #118 holding.
  • Vista Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • Vista Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.22M in Q2 2019.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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