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Vista Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Vista Investment Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$747K Sell
1,000
-2,000
-67% -$1.45M 0.22% 107
2026
Q1 		$1.95M Buy
+3,000
New +$2.04M 0.65% 47

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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. 3,806 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.
  • 3,806 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.