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

Mont Vue Capital Management, Inc.

$125 Billion
Q1 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 9,233 shares of XLU stock, worth $756,367. This represents 0.58% of its overall portfolio holdings.

Number of Shares

9,233

Previous 9,389 1.66%

Holding current value

$756,367

Previous $711 Million 2.44%

% of portfolio

0.58%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,572

Shares Held

148M

Call Options Held

13.6M

Put Options Held

38.2M

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 Mont Vue Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mont Vue Capital Management, Inc. with notifications on news.

Account

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