Spdr S&p 500 Etf shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $384k | 520 | 737.48 |
| 2025-03-31 | $243k | 435 | 559.52 |
| 2024-12-31 | $255k | 434 | 586.50 |
| 2024-09-30 | $155k | 270 | 572.81 |
| 2024-06-30 | $146k | 269 | 543.75 |
| 2021-12-31 | $213k | 446 | 477.58 |
| 2019-09-30 | $191k | 645 | 296.02 |
| 2019-06-30 | $279k | 957 | 291.54 |
| 2019-03-31 | $294k | 1.0k | 287.95 |
| 2018-12-31 | $286k | 1.1k | 270.32 |
| 2018-09-30 | $343k | 1.3k | 273.74 |
| 2018-03-31 | $339k | 1.2k | 273.61 |
| 2017-12-31 | $335k | 1.2k | 271.26 |
| 2017-09-30 | $262k | 1.0k | 259.41 |
More positions owned by Vista Private Wealth Partners
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