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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
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

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

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

Vista Investment Partners increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.16% in Q2 2026, buying an estimated $21K and bringing the position to 18,486 shares worth $13.8M. The position accounts for 3.47% of the portfolio, ranked #2.

Vista Investment Partners first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 1,509 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Vista Investment Partners held 18,486 shares of State Street SPDR S&P 500 ETF Trust worth $13.8M as of Q2 2026.
  • Vista Investment Partners bought 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
  • State Street SPDR S&P 500 ETF Trust made up 3.47% of Vista Investment Partners's portfolio in Q2 2026, its #2 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 11 quarters since.
  • 1,509 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.