VIM
Vista Investment Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
6,593
-2,417
| -27% | -$181K | 0.18% | 118 |
|
|
2025
Q1 | $613K | Buy |
9,010
+129
| +1% | +$8.77K | 0.24% | 107 |
|
|
2024
Q4 | $634K | Sell |
8,881
-91
| -1% | -$6.5K | 0.24% | 106 |
|
|
2024
Q3 | $629K | Sell |
8,972
-63
| -0.7% | -$4.41K | 0.24% | 104 |
|
|
2024
Q2 | $599K | Sell |
9,035
-532
| -6% | -$35.3K | 0.24% | 103 |
|
|
2024
Q1 | $614K | Buy |
9,567
+3,590
| +60% | +$230K | 0.25% | 107 |
|
|
2023
Q4 | $349K | Buy |
5,977
+394
| +7% | +$23K | 0.16% | 125 |
|
|
2023
Q3 | $293K | Sell |
5,583
-24
| -0.4% | -$1.26K | 0.15% | 132 |
|
|
2023
Q2 | $305K | Sell |
5,607
-220
| -4% | -$12K | 0.15% | 133 |
|
|
2023
Q1 | $294K | Buy |
5,827
+230
| +4% | +$11.6K | 0.16% | 136 |
|
|
2022
Q4 | $265K | Sell |
5,597
-218
| -4% | -$10.3K | 0.15% | 135 |
|
|
2022
Q3 | $256K | Buy |
5,815
+179
| +3% | +$7.88K | 0.16% | 135 |
|
|
2022
Q2 | $262K | Buy |
5,636
+75
| +1% | +$3.49K | 0.16% | 139 |
|
|
2022
Q1 | $309K | Sell |
5,561
-910
| -14% | -$50.6K | 0.17% | 134 |
|
|
2021
Q4 | $378K | Sell |
6,471
-778
| -11% | -$45.4K | 0.21% | 114 |
|
|
2021
Q3 | $384K | Sell |
7,249
-306
| -4% | -$16.2K | 0.23% | 108 |
|
|
2021
Q2 | $400K | Sell |
7,555
-765
| -9% | -$40.5K | 0.24% | 108 |
|
|
2021
Q1 | $409K | Sell |
8,320
-460
| -5% | -$22.6K | 0.25% | 106 |
|
|
2020
Q4 | $405K | Sell |
8,780
-2,271
| -21% | -$105K | 0.27% | 101 |
|
|
2020
Q3 | $452K | Sell |
11,051
-2,869
| -21% | -$117K | 0.34% | 85 |
|
|
2020
Q2 | $526K | Sell |
13,920
-4,104
| -23% | -$155K | 0.45% | 77 |
|
|
2020
Q1 | $567K | Sell |
18,024
-1,197
| -6% | -$37.7K | 0.58% | 57 |
|
|
2019
Q4 | $766K | Sell |
19,221
-1,145
| -6% | -$45.6K | 0.58% | 62 |
|
|
2019
Q3 | $748K | Sell |
20,366
-12,956
| -39% | -$476K | 0.62% | 59 |
|
|
2019
Q2 | $1.22M | Buy |
33,322
+3,070
| +10% | +$112K | 1.03% | 31 |
|
|
2019
Q1 | $1.06M | Buy |
30,252
+3,095
| +11% | +$109K | 0.93% | 35 |
|
|
2018
Q4 | $839K | Buy |
27,157
+2,247
| +9% | +$69.4K | 0.86% | 39 |
|
|
2018
Q3 | $902K | Sell |
24,910
-2,867
| -10% | -$104K | 0.8% | 47 |
|
|
2018
Q2 | $944K | Buy |
27,777
+3,124
| +13% | +$106K | 0.92% | 38 |
|
|
2018
Q1 | $809K | Sell |
24,653
-915
| -4% | -$30K | 0.85% | 42 |
|
|
2017
Q4 | $849K | Buy |
+25,568
| New | +$849K | 0.89% | 39 |
|