Spdr S&p 500 Etf shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $8.2M | 15k | 559.41 |
| 2024-12-31 | $8.6M | 15k | 586.09 |
| 2024-09-30 | $7.4M | 13k | 573.77 |
| 2024-06-30 | $7.1M | 13k | 544.23 |
| 2024-03-31 | $6.9M | 13k | 523.08 |
| 2023-12-31 | $6.3M | 13k | 475.32 |
| 2023-09-30 | $4.5M | 11k | 427.49 |
| 2023-06-30 | $4.8M | 11k | 443.27 |
| 2023-03-31 | $4.4M | 11k | 409.38 |
| 2022-12-31 | $4.2M | 11k | 382.42 |
| 2022-09-30 | $3.6M | 9.6k | 378.83 |
| 2022-06-30 | $3.4M | 9.0k | 378.86 |
| 2022-03-31 | $4.1M | 9.1k | 451.67 |
| 2021-12-31 | $4.9M | 10k | 474.93 |
| 2021-09-30 | $4.2M | 9.8k | 429.11 |
| 2021-06-30 | $3.3M | 7.6k | 428.03 |
| 2021-03-31 | $2.9M | 7.4k | 396.34 |
| 2020-12-31 | $2.4M | 6.4k | 373.84 |
| 2020-09-30 | $1.6M | 4.7k | 334.95 |
| 2020-06-30 | $3.7M | 12k | 308.31 |
| 2020-03-31 | $1.2M | 4.5k | 257.74 |
| 2019-12-31 | $3.4M | 11k | 321.85 |
More positions owned by Vista Wealth Management Group
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