VIM
SPYM

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

Vista Investment Management’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Vista Investment Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.73% in Q1 2026, selling an estimated $14.9K and leaving 25,200 shares worth $1.93M. The position accounts for 0.64% of the portfolio, ranked #48.

Vista Investment Management first reported a position in SPYM in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.16M in Q2 2019. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Vista Investment Management held 25,200 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.93M as of Q1 2026.
  • Vista Investment Management sold 186 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $14.9K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.64% of Vista Investment Management's portfolio in Q1 2026, its #48 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 34 quarters since.
  • Vista Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $3.16M in Q2 2019.
  • 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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