Vima LLC
XLU icon

Vima LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Vima LLC’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.9K Hold
580
– – 0.02% 204
2026
Q2 		$26.3K Buy
+580
New +$26.3K 0.03% 200
2024
Q2 		– Sell
-580
Closed -$19.6K – 393
2024
Q1 		$19.6K Hold
580
– – 0.02% 183
2023
Q4 		$18.4K Buy
+580
New +$17.7K 0.04% 196

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vima LLC's XLU Position: Q3 2026 in Review

Vima LLC held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 580 shares worth $22.9K. The position accounts for 0.02% of the portfolio, ranked #204.

Vima LLC first reported a position in XLU in Q4 2023 and has held it in 4 quarters since. The position peaked at $26.3K in Q2 2026. 695 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

  • Vima LLC held 580 shares of State Street Utilities Select Sector SPDR ETF worth $22.9K as of Q3 2026.
  • Vima LLC left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.02% of Vima LLC's portfolio in Q3 2026, its #204 holding.
  • Vima LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's State Street Utilities Select Sector SPDR ETF position peaked at $26.3K in Q2 2026.
  • 695 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.