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

Vista Investment Partners II’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	$852K	Sell	1,141 -23	-2%	-$16.7K	0.33%	76
2026 Q1	$757K	Buy	1,164 +17	+1%	+$11.6K	0.34%	72
2025 Q4	$782K	Sell	1,147 -14	-1%	-$9.46K	0.34%	74
2025 Q3	$774K	Buy	1,161 +4	+0.3%	+$2.56K	0.36%	63
2025 Q2	$715K	Sell	1,157 -92	-7%	-$52.6K	0.34%	64
2025 Q1	$698K	Buy	1,249 +62	+5%	+$36.4K	0.39%	62
2024 Q4	$696K	Buy	+1,187	New	+$699K	0.41%	63

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Vista Investment Partners II's SPY Position: Q2 2026 in Review

Vista Investment Partners II reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2% in Q2 2026, selling an estimated $16.7K and leaving 1,141 shares worth $852K. The position accounts for 0.33% of the portfolio, ranked #76.

Vista Investment Partners II first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. 2,107 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Vista Investment Partners II held 1,141 shares of State Street SPDR S&P 500 ETF Trust worth $852K as of Q2 2026.
Vista Investment Partners II sold 23 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $16.7K.
State Street SPDR S&P 500 ETF Trust made up 0.33% of Vista Investment Partners II's portfolio in Q2 2026, its #76 holding.
Vista Investment Partners II first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
2,107 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.