VL
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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Vima LLC's XLU Position: Q2 2026 in Review

Vima LLC opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 580 shares worth $26.3K. The stake represents 0.03% of the portfolio and ranks #200 among its holdings. This is a return to the name: Vima LLC previously reported a position in XLU as recently as Q1 2024.

Vima LLC first reported a position in XLU in Q4 2023 and has held it in 3 quarters since. 787 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Vima LLC held 580 shares of State Street Utilities Select Sector SPDR ETF worth $26.3K as of Q2 2026.
  • State Street Utilities Select Sector SPDR ETF was a new Vima LLC position in Q2 2026.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Vima LLC's portfolio in Q2 2026, its #200 holding.
  • Vima LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 3 quarters since.
  • 787 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.