Vista Investment Management Spdr Portfolio S&P 600 Small C Transaction History

Vista Investment Management

$243 Million
Q1 2025

A detailed history of Vista Investment Management transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Vista Investment Management holds 9,619 shares of SPSM stock, worth $395,340. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,619

Previous 9,050 6.29%

Holding current value

$395,340

Previous $406,000 3.45%

% of portfolio

0.16%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$40.03 - $46.81 $22,777 - $26,634	569 Added 6.29%	9,619 $392,000
Q4 2024 Feb 14, 2025	BUY	$44.33 - $49.55 $62,638 - $70,014	1,413 Added 18.5%	9,050 $406,000
Q3 2024 Nov 13, 2024	BUY	$41.02 - $46.01 $59,150 - $66,346	1,442 Added 23.28%	7,637 $347,000
Q2 2024 Aug 14, 2024	BUY	$39.75 - $43.15 $246,251 - $267,314	6,195 New	6,195 $257,000
Q1 2020 May 15, 2020	SELL	$18.96 - $33.37 $885,943 - $1.56 Million	-46,727 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$28.98 - $32.81 $2,840 - $3,215	-98 Reduced 0.21%	46,727 $1.53 Million
Q3 2019 Nov 15, 2019	BUY	$29.9 - $31.15 $83,331 - $86,815	2,787 Added 6.33%	46,825 $1.41 Million
Q2 2019 Aug 14, 2019	BUY	N/A	4,702 Added 11.95%	44,038 $1.35 Million
Q1 2019 May 16, 2019	BUY	N/A	12,047 Added 44.15%	39,336 $1.19 Million
Q4 2018 Feb 15, 2019	BUY	N/A	14,528 Added 113.85%	27,289 $719,000
Q3 2018 Nov 14, 2018	BUY	N/A	1,086 Added 9.3%	12,761 $424,000
Q2 2018 Aug 15, 2018	BUY	N/A	165 Added 1.43%	11,675 $377,000
Q1 2018 May 15, 2018	BUY	N/A	11,510 New	11,510 $344,000

Others Institutions Holding SPSM

# of Institutions

967

Shares Held

201M

Call Options Held

64.8K

Put Options Held

5.94K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Vista Investment Management Spdr Portfolio S&P 600 Small C Transaction History