A detailed history of Mont Vue Capital Management, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mont Vue Capital Management, Inc. holds 9,460 shares of XLU stock, worth $722,838. This represents 0.59% of its overall portfolio holdings.

Number of Shares
9,460
Previous 9,726 2.73%
Holding current value
$722,838
Previous $663 Million 15.31%
% of portfolio
0.59%
Previous 0.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$67.67 - $80.78 $18,000 - $21,487
-266 Reduced 2.73%
9,460 $764 Million
Q2 2024

Jul 24, 2024

SELL
$62.77 - $72.87 $8,034 - $9,327
-128 Reduced 1.3%
9,726 $663 Million
Q1 2024

May 03, 2024

BUY
$59.95 - $65.65 $1,079 - $1,181
18 Added 0.18%
9,854 $647 Million
Q4 2023

Jan 31, 2024

BUY
$56.19 - $65.96 $552,684 - $648,782
9,836 New
9,836 $623 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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