A detailed history of Vista Investment Management transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Vista Investment Management holds 9,567 shares of SPTM stock, worth $642,424. This represents 0.26% of its overall portfolio holdings.

Number of Shares
9,567
Previous 5,977 60.06%
Holding current value
$642,424
Previous $349,000 75.64%
% of portfolio
0.26%
Previous 0.16%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$57.38 - $64.15 $205,994 - $230,298
3,590 Added 60.06%
9,567 $613,000
Q4 2023

Feb 14, 2024

BUY
$50.31 - $58.65 $19,822 - $23,108
394 Added 7.06%
5,977 $349,000
Q3 2023

Nov 13, 2023

SELL
$52.22 - $56.31 $1,253 - $1,351
-24 Reduced 0.43%
5,583 $293,000
Q2 2023

Aug 14, 2023

SELL
$49.75 - $54.44 $10,945 - $11,976
-220 Reduced 3.78%
5,607 $305,000
Q1 2023

May 15, 2023

BUY
$46.97 - $51.65 $10,803 - $11,879
230 Added 4.11%
5,827 $293,000
Q4 2022

Feb 13, 2023

SELL
$46.29 - $50.41 $10,091 - $10,989
-218 Reduced 3.75%
5,597 $264,000
Q3 2022

Nov 14, 2022

BUY
N/A
179 Added 3.18%
5,815 $256,000
Q2 2022

Aug 12, 2022

BUY
N/A
75 Added 1.35%
5,636 $262,000
Q1 2022

May 13, 2022

SELL
N/A
-910 Reduced 14.06%
5,561 $309,000
Q4 2021

Feb 14, 2022

SELL
N/A
-778 Reduced 10.73%
6,471 $378,000
Q3 2021

Nov 15, 2021

SELL
N/A
-306 Reduced 4.05%
7,249 $384,000
Q2 2021

Aug 16, 2021

SELL
N/A
-765 Reduced 9.19%
7,555 $400,000
Q1 2021

May 12, 2021

SELL
N/A
-460 Reduced 5.24%
8,320 $409,000
Q4 2020

Feb 12, 2021

SELL
N/A
-2,271 Reduced 20.55%
8,780 $405,000
Q3 2020

Nov 16, 2020

SELL
N/A
-2,869 Reduced 20.61%
11,051 $452,000
Q2 2020

Aug 13, 2020

SELL
N/A
-4,104 Reduced 22.77%
13,920 $526,000
Q1 2020

May 15, 2020

SELL
N/A
-1,197 Reduced 6.23%
18,024 $567,000
Q4 2019

Feb 14, 2020

SELL
N/A
-1,145 Reduced 5.62%
19,221 $766,000
Q3 2019

Nov 15, 2019

SELL
N/A
-12,956 Reduced 38.88%
20,366 $748,000
Q2 2019

Aug 14, 2019

BUY
N/A
3,070 Added 10.15%
33,322 $1.22 Million
Q1 2019

May 16, 2019

BUY
N/A
3,095 Added 11.4%
30,252 $1.06 Million
Q4 2018

Feb 15, 2019

BUY
N/A
2,247 Added 9.02%
27,157 $839,000
Q3 2018

Nov 14, 2018

SELL
N/A
-2,867 Reduced 10.32%
24,910 $902,000
Q2 2018

Aug 15, 2018

BUY
N/A
3,124 Added 12.67%
27,777 $944,000
Q1 2018

May 15, 2018

SELL
N/A
-915 Reduced 3.58%
24,653 $809,000
Q4 2017

May 15, 2018

BUY
N/A
25,568
25,568 $849,000

Others Institutions Holding SPTM

About SPDR PORTFOLIO S&P 1500 COMPOS


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