Vista Cima Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Vista Cima Wealth Management LLC

$120 Billion
Q3 2025

A detailed history of Vista Cima Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vista Cima Wealth Management LLC holds 102,464 shares of SPDW stock, worth $4.48 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares

102,464

Previous 100,358 2.1%

Holding current value

$4.48 Million

Previous $4.06 Billion 7.9%

% of portfolio

3.65%

Previous 3.8%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$39.8 - $42.86 $83,818 - $90,263	2,106 Added 2.1%	102,464 $4.38 Billion
Q2 2025 Aug 11, 2025	SELL	$32.66 - $40.75 $28,120 - $35,085	-861 Reduced 0.85%	100,358 $4.06 Billion
Q1 2025 May 28, 2025	BUY	$33.84 - $37.77 $3.41 Million - $3.8 Million	100,703 Added 19516.09%	101,219 $3.69 Billion
Q1 2025 May 15, 2025	SELL	$33.84 - $37.77 $4.11 Million - $4.59 Million	-121,500 Reduced 99.58%	516 $3.69 Billion
Q4 2024 Feb 14, 2025	BUY	$34.13 - $37.35 $4.16 Million - $4.56 Million	122,016 New	122,016 $4.16 Billion

Others Institutions Holding SPDW

# of Institutions

1,193

Shares Held

607M

Call Options Held

5.2K

Put Options Held

13K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
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Vista Cima Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History