Vista Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History
Vista Investment Management
- $254 Million
- Q2 2025
A detailed history of Vista Investment Management transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Vista Investment Management holds 64,205 shares of SPDW stock, worth $2.78 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
64,205
Previous 61,684
4.09%
Holding current value
$2.78 Million
Previous $2.25 Million
15.77%
% of portfolio
1.02%
Previous 0.92%
Shares
31 transactions
Others Institutions Holding SPDW
# of Institutions
1,168Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.31 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio