Vista Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.33M | Hold |
1,777
| – | – | 0.4% | 72 |
|
|
2026
Q1 | $1.16M | Hold |
1,777
| – | – | 0.38% | 79 |
|
|
2025
Q4 | $1.21M | Sell |
1,777
-4
| -0.2% | -$2.7K | 0.4% | 73 |
|
|
2025
Q3 | $1.19M | Sell |
1,781
-2
| -0.1% | -$1.28K | 0.41% | 70 |
|
|
2025
Q2 | $1.1M | Sell |
1,783
-11
| -0.6% | -$6.29K | 0.41% | 72 |
|
|
2025
Q1 | $1M | Hold |
1,794
| – | – | 0.39% | 75 |
|
|
2024
Q4 | $1.05M | Sell |
1,794
-24
| -1% | -$14.1K | 0.4% | 72 |
|
|
2024
Q3 | $1.04M | Sell |
1,818
-3
| -0.2% | -$1.66K | 0.39% | 77 |
|
|
2024
Q2 | $991K | Sell |
1,821
-1
| -0.1% | -$523 | 0.4% | 75 |
|
|
2024
Q1 | $953K | Sell |
1,822
-5
| -0.3% | -$2.49K | 0.39% | 76 |
|
|
2023
Q4 | $868K | Sell |
1,827
-1
| -0.1% | -$445 | 0.4% | 77 |
|
|
2023
Q3 | $781K | Sell |
1,828
-11
| -0.6% | -$4.89K | 0.41% | 78 |
|
|
2023
Q2 | $815K | Sell |
1,839
-5
| -0.3% | -$2.1K | 0.41% | 78 |
|
|
2023
Q1 | $755K | Hold |
1,844
| – | – | 0.4% | 79 |
|
|
2022
Q4 | $705K | Sell |
1,844
-58
| -3% | -$22.3K | 0.4% | 83 |
|
|
2022
Q3 | $679K | Sell |
1,902
-12
| -0.6% | -$4.77K | 0.42% | 74 |
|
|
2022
Q2 | $722K | Sell |
1,914
-14
| -0.7% | -$5.74K | 0.44% | 72 |
|
|
2022
Q1 | $871K | Sell |
1,928
-86
| -4% | -$38.3K | 0.48% | 69 |
|
|
2021
Q4 | $957K | Sell |
2,014
-50
| -2% | -$23K | 0.52% | 66 |
|
|
2021
Q3 | $886K | Buy |
2,064
+174
| +9% | +$76.8K | 0.52% | 65 |
|
|
2021
Q2 | $809K | Hold |
1,890
| – | – | 0.48% | 66 |
|
|
2021
Q1 | $749K | Sell |
1,890
-19
| -1% | -$7.33K | 0.47% | 71 |
|
|
2020
Q4 | $714K | Sell |
1,909
-3
| -0.2% | -$1.06K | 0.48% | 70 |
|
|
2020
Q3 | $640K | Sell |
1,912
-109
| -5% | -$36.1K | 0.49% | 69 |
|
|
2020
Q2 | $623K | Sell |
2,021
-66
| -3% | -$19.3K | 0.53% | 64 |
|
|
2020
Q1 | $538K | Sell |
2,087
-12
| -0.6% | -$3.66K | 0.55% | 61 |
|
|
2019
Q4 | $676K | Sell |
2,099
-59
| -3% | -$18.2K | 0.51% | 72 |
|
|
2019
Q3 | $640K | Sell |
2,158
-15
| -0.7% | -$4.43K | 0.53% | 69 |
|
|
2019
Q2 | $637K | Sell |
2,173
-156
| -7% | -$44.9K | 0.54% | 65 |
|
|
2019
Q1 | $658K | Sell |
2,329
-63
| -3% | -$17.1K | 0.58% | 61 |
|
|
2018
Q4 | $598K | Sell |
2,392
-54
| -2% | -$14.6K | 0.62% | 56 |
|
|
2018
Q3 | $711K | Sell |
2,446
-3
| -0.1% | -$854 | 0.63% | 60 |
|
|
2018
Q2 | $664K | Buy |
2,449
+3
| +0.1% | +$810 | 0.65% | 59 |
|
|
2018
Q1 | $644K | Sell |
2,446
-125
| -5% | -$34.1K | 0.67% | 53 |
|
|
2017
Q4 | $686K | Buy |
+2,571
| New | +$669K | 0.72% | 50 |
|
Other funds holding SPY
Vista Investment Management's SPY Position: Q2 2026 in Review
Vista Investment Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 1,777 shares worth $1.33M. The position accounts for 0.4% of the portfolio, ranked #72.
Vista Investment Management first reported a position in SPY in Q4 2017 and has held it in 35 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Vista Investment Management held 1,777 shares of State Street SPDR S&P 500 ETF Trust worth $1.33M as of Q2 2026.
- Vista Investment Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
- State Street SPDR S&P 500 ETF Trust made up 0.4% of Vista Investment Management's portfolio in Q2 2026, its #72 holding.
- Vista Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2017 and has held it in 35 quarters since.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.