Vista Investment Management’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.2M | Sell |
25,081
-119
| -0.5% | -$10.2K | 0.66% | 47 |
|
|
2026
Q1 | $1.93M | Sell |
25,200
-186
| -0.7% | -$14.9K | 0.64% | 48 |
|
|
2025
Q4 | $2.04M | Sell |
25,386
-138
| -0.5% | -$11K | 0.67% | 46 |
|
|
2025
Q3 | $2M | Sell |
25,524
-210
| -0.8% | -$15.8K | 0.7% | 42 |
|
|
2025
Q2 | $1.87M | Sell |
25,734
-117
| -0.5% | -$7.87K | 0.69% | 45 |
|
|
2025
Q1 | $1.7M | Sell |
25,851
-367
| -1% | -$25.4K | 0.66% | 48 |
|
|
2024
Q4 | $1.81M | Sell |
26,218
-894
| -3% | -$62K | 0.69% | 44 |
|
|
2024
Q3 | $1.83M | Sell |
27,112
-590
| -2% | -$38.4K | 0.69% | 49 |
|
|
2024
Q2 | $1.77M | Sell |
27,702
-572
| -2% | -$35.2K | 0.72% | 45 |
|
|
2024
Q1 | $1.74M | Sell |
28,274
-145
| -0.5% | -$8.49K | 0.71% | 42 |
|
|
2023
Q4 | $1.59M | Sell |
28,419
-14
| -0% | -$733 | 0.74% | 42 |
|
|
2023
Q3 | $1.43M | Sell |
28,433
-274
| -1% | -$14.3K | 0.75% | 43 |
|
|
2023
Q2 | $1.5M | Sell |
28,707
-534
| -2% | -$26.4K | 0.76% | 45 |
|
|
2023
Q1 | $1.41M | Sell |
29,241
-55
| -0.2% | -$2.58K | 0.74% | 45 |
|
|
2022
Q4 | $1.32M | Buy |
29,296
+10
| +0% | +$452 | 0.75% | 39 |
|
|
2022
Q3 | $1.23M | Buy |
29,286
+445
| +2% | +$20.8K | 0.76% | 37 |
|
|
2022
Q2 | $1.28M | Buy |
28,841
+3,370
| +13% | +$162K | 0.77% | 38 |
|
|
2022
Q1 | $1.35M | Sell |
25,471
-858
| -3% | -$44.9K | 0.74% | 45 |
|
|
2021
Q4 | $1.47M | Sell |
26,329
-893
| -3% | -$48.2K | 0.8% | 39 |
|
|
2021
Q3 | $1.37M | Sell |
27,222
-621
| -2% | -$32.2K | 0.81% | 39 |
|
|
2021
Q2 | $1.4M | Sell |
27,843
-402
| -1% | -$19.7K | 0.83% | 41 |
|
|
2021
Q1 | $1.32M | Sell |
28,245
-72
| -0.3% | -$3.27K | 0.82% | 40 |
|
|
2020
Q4 | $1.25M | Sell |
28,317
-4,168
| -13% | -$174K | 0.83% | 41 |
|
|
2020
Q3 | $1.28M | Sell |
32,485
-6,731
| -17% | -$262K | 0.98% | 36 |
|
|
2020
Q2 | $1.42M | Sell |
39,216
-12,799
| -25% | -$440K | 1.22% | 24 |
|
|
2020
Q1 | $1.57M | Sell |
52,015
-2,327
| -4% | -$83.5K | 1.61% | 18 |
|
|
2019
Q4 | $2.06M | Sell |
54,342
-6,548
| -11% | -$237K | 1.54% | 12 |
|
|
2019
Q3 | $2.12M | Sell |
60,890
-30,580
| -33% | -$1.06M | 1.75% | 12 |
|
|
2019
Q2 | $3.16M | Sell |
91,470
-2,012
| -2% | -$68.2K | 2.67% | 2 |
|
|
2019
Q1 | $3.11M | Sell |
93,482
-3,215
| -3% | -$103K | 2.72% | 2 |
|
|
2018
Q4 | $2.83M | Buy |
96,697
+52,399
| +118% | +$1.65M | 2.91% | 1 |
|
|
2018
Q3 | $1.51M | Buy |
44,298
+17,950
| +68% | +$600K | 1.33% | 19 |
|
|
2018
Q2 | $840K | Buy |
26,348
+1,398
| +6% | +$44.4K | 0.82% | 46 |
|
|
2018
Q1 | $772K | Buy |
24,950
+415
| +2% | +$13.3K | 0.81% | 51 |
|
|
2017
Q4 | $768K | Buy |
+24,535
| New | +$749K | 0.8% | 47 |
|
Other funds holding SPYM
Vista Investment Management's SPYM Position: Q2 2026 in Review
Vista Investment Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.47% in Q2 2026, selling an estimated $10.2K and leaving 25,081 shares worth $2.2M. The position accounts for 0.66% of the portfolio, ranked #47.
Vista Investment Management first reported a position in SPYM in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.16M in Q2 2019. 1,730 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.
- Vista Investment Management held 25,081 shares of State Street SPDR Portfolio S&P 500 ETF worth $2.2M as of Q2 2026.
- Vista Investment Management sold 119 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
- State Street SPDR Portfolio S&P 500 ETF made up 0.66% of Vista Investment Management's portfolio in Q2 2026, its #47 holding.
- Vista Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2017 and has held it in 35 quarters since.
- Vista Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.16M in Q2 2019.
- 1,730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.
Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.