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 $6.15 Million. This represents 7.57% of its overall portfolio holdings.

Number of Shares

77,738

Previous 78,174 0.56%

Holding current value

$6.15 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

1,539

Shares Held

155M

Call Options Held

15.5M

Put Options Held

41.3M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Vista Finance, LLC Utilities Sector Spdr Transaction History