Vista Finance, LLC Utilities Sector Spdr Transaction History

Vista Finance, LLC

$77.7 Million
Q4 2024

A detailed history of Vista Finance, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Vista Finance, LLC holds 77,738 shares of XLU stock, worth $6.06 Million. This represents 7.57% of its overall portfolio holdings.

Number of Shares

77,738

Previous 78,174 0.56%

Holding current value

$6.06 Million

Previous $6.31 Million 6.83%

% of portfolio

7.57%

Previous 10.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$74.89 - $82.93 $32,652 - $36,157	-436 Reduced 0.56%	77,738 $5.88 Million
Q3 2024 Oct 25, 2024	BUY	$67.67 - $80.78 $15,834 - $18,902	234 Added 0.3%	78,174 $6.31 Million
Q2 2024 Aug 06, 2024	BUY	$62.77 - $72.87 $2.05 Million - $2.38 Million	32,603 Added 71.91%	77,940 $5.31 Million
Q1 2024 May 10, 2024	BUY	$59.95 - $65.65 $2.72 Million - $2.98 Million	45,337 New	45,337 $2.98 Million
Q2 2022 Aug 05, 2022	SELL	$64.87 - $76.96 $6.35 Million - $7.53 Million	-97,889 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$65.03 - $74.54 $6.37 Million - $7.3 Million	97,889 New	97,889 $7.29 Million

Others Institutions Holding XLU

# of Institutions

1,554

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

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

News

Stay updated on Vista Finance, LLC with notifications on news.

Account

Vista Finance, LLC Utilities Sector Spdr Transaction History