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

Vista Investment Management’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,035	Closed	-$206K	–	174
2025 Q1	$206K	Sell	4,035 -59	-1%	-$3.06K	0.08%	169
2024 Q4	$209K	Sell	4,094 -70	-2%	-$3.73K	0.08%	170
2024 Q3	$220K	Buy	4,164 +13	+0.3%	+$662	0.08%	166
2024 Q2	$202K	Sell	4,151 -176	-4%	-$8.6K	0.08%	170
2024 Q1	$217K	Sell	4,327 -393	-8%	-$18.7K	0.09%	168
2023 Q4	$220K	Buy	+4,720	New	+$204K	0.1%	160
2023 Q3	–	Sell	-5,486	Closed	-$237K	–	161
2023 Q2	$237K	Buy	5,486 +27	+0.5%	+$1.11K	0.12%	153
2023 Q1	$222K	Sell	5,459 -34	-0.6%	-$1.38K	0.12%	157
2022 Q4	$214K	Buy	+5,493	New	+$210K	0.12%	150
2022 Q2	–	Sell	-5,262	Closed	-$220K	–	169
2022 Q1	$220K	Buy	+5,262	New	+$217K	0.12%	156

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vista Investment Management's SPYV Position: Q2 2025 in Review

Vista Investment Management sold out of State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2025, closing a stake of 4,035 shares — an estimated $206K sold.

Vista Investment Management first reported a position in SPYV in Q1 2022 and held it in 10 quarters. The position peaked at $237K in Q2 2023. 1,047 funds tracked by Wall St. Rank hold SPYV as of Q2 2025.

Vista Investment Management reported no remaining State Street SPDR Portfolio S&P 500 Value ETF position as of Q2 2025 after selling out during the quarter.
Vista Investment Management sold 4,035 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2025, an estimated $206K.
Vista Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q1 2022 and held it in 10 quarters.
Vista Investment Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $237K in Q2 2023.
1,047 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2025.

Based on Vista Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.