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

Vista Investment Partners’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
Q3 		$14.1M Buy
18,507
+21
+0.1% +$16K 3.68% 3
2026
Q2 		$13.8M Buy
18,486
+29
+0.2% +$21K 3.47% 2
2026
Q1 		$12M Buy
18,457
+32
+0.2% +$21.8K 3.17% 3
2025
Q4 		$12.6M Buy
18,425
+10
+0.1% +$6.76K 3.28% 2
2025
Q3 		$12.3M Buy
18,415
+39
+0.2% +$25K 3.42% 1
2025
Q2 		$11.4M Buy
18,376
+56
+0.3% +$32K 3.27% 1
2025
Q1 		$10.2M Buy
18,320
+58
+0.3% +$34.1K 3.12% 3
2024
Q4 		$10.7M Buy
18,262
+917
+5% +$540K 3.34% 3
2024
Q3 		$9.95M Sell
17,345
-70
-0.4% -$38.7K 3.19% 3
2024
Q2 		$9.48M Sell
17,415
-806
-4% -$422K 3.16% 4
2024
Q1 		$9.53M Buy
18,221
+1,145
+7% +$570K 3.24% 2
2023
Q4 		$8.12M Buy
+17,076
New +$7.61M 2.97% 4

Other funds holding SPY

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
FCM
Floyd Capital Management Texarkana, Texas $115M AUM 14.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AC
Attessa Capital Tucson, Arizona $233M AUM 12.95% 1-Year Est. Return

Vista Investment Partners's SPY Position: Q3 2026 in Review

Vista Investment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.11% in Q3 2026, buying an estimated $16K and bringing the position to 18,507 shares worth $14.1M. The position accounts for 3.68% of the portfolio, ranked #3.

Vista Investment Partners first reported a position in SPY in Q4 2023 and has held it in 12 quarters since. 263 funds tracked by Wall St. Rank hold SPY as of Q3 2026.

  • Vista Investment Partners held 18,507 shares of State Street SPDR S&P 500 ETF Trust worth $14.1M as of Q3 2026.
  • Vista Investment Partners bought 21 State Street SPDR S&P 500 ETF Trust shares in Q3 2026, an estimated $16K.
  • State Street SPDR S&P 500 ETF Trust made up 3.68% of Vista Investment Partners's portfolio in Q3 2026, its #3 holding.
  • Vista Investment Partners first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 12 quarters since.
  • 263 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.