Mont Vue Capital Management, Inc. Utilities Sector Spdr Transaction History

Mont Vue Capital Management, Inc.

$149 Billion
Q3 2025

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 8,630 shares of XLU stock, worth $774,024. This represents 0.5% of its overall portfolio holdings.

Number of Shares

8,630

Previous 8,932 3.38%

Holding current value

$774,024

Previous $729 Million 3.19%

% of portfolio

0.5%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$81.14 - $87.32 $24,504 - $26,370	-302 Reduced 3.38%	8,630 $753 Million
Q2 2025 Jul 16, 2025	SELL	$73.09 - $82.77 $22,000 - $24,913	-301 Reduced 3.26%	8,932 $729 Million
Q1 2025 Apr 28, 2025	SELL	$74.7 - $80.27 $11,653 - $12,522	-156 Reduced 1.66%	9,233 $728 Million
Q4 2024 Jan 29, 2025	SELL	$74.89 - $82.93 $5,317 - $5,888	-71 Reduced 0.75%	9,389 $711 Million
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

# of Institutions

1,654

Shares Held

160M

Call Options Held

15.4M

Put Options Held

35.9M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Mont Vue Capital Management, Inc. Utilities Sector Spdr Transaction History