A detailed history of Vantage Financial Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 3,433 shares of XLU stock, worth $304,713. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,433
Previous 3,418 0.44%
Holding current value
$304,713
Previous $279,000 7.17%
% of portfolio
0.08%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

BUY
$81.14 - $87.32 $1,217 - $1,309
15 Added 0.44%
3,433 $299,000
Q2 2025

Aug 06, 2025

SELL
$73.09 - $82.77 $30,259 - $34,266
-414 Reduced 10.8%
3,418 $279,000
Q1 2025

May 07, 2025

SELL
$74.7 - $80.27 $1.12 Million - $1.2 Million
-14,947 Reduced 79.59%
3,832 $302,000
Q4 2024

Feb 06, 2025

SELL
$74.89 - $82.93 $69,423 - $76,876
-927 Reduced 4.7%
18,779 $1.42 Million
Q3 2024

Nov 08, 2024

BUY
$67.67 - $80.78 $244,085 - $291,373
3,607 Added 22.41%
19,706 $1.59 Million
Q2 2024

Aug 07, 2024

BUY
$62.77 - $72.87 $7,909 - $9,181
126 Added 0.79%
16,099 $1.1 Million
Q1 2024

May 02, 2024

BUY
$59.95 - $65.65 $957,581 - $1.05 Million
15,973 New
15,973 $1.05 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Vantage Financial Partners, LLC Portfolio

Follow Vantage Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vantage Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vantage Financial Partners, LLC with notifications on news.