Vista Finance
XLE icon

Vista Finance’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Vista Finance’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.27M Buy
+85,619
New +$5.19M 2.81% 10
2023
Q4 		– Sell
-26,246
Closed -$1.19M – 26
2023
Q3 		$1.19M Buy
+26,246
New +$1.15M 1.73% 15

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Citigroup
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Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3B AUM 31.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Vista Finance's XLE Position: Q3 2026 in Review

Vista Finance opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q3 2026: 85,619 shares worth $5.27M. The stake represents 2.81% of the portfolio and ranks #10 among its holdings. This is a return to the name: Vista Finance previously reported a position in XLE as recently as Q3 2023.

Vista Finance first reported a position in XLE in Q3 2023 and has held it in 2 quarters since. 1,295 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

  • Vista Finance held 85,619 shares of State Street Energy Select Sector SPDR ETF worth $5.27M as of Q3 2026.
  • State Street Energy Select Sector SPDR ETF was a new Vista Finance position in Q3 2026.
  • State Street Energy Select Sector SPDR ETF made up 2.81% of Vista Finance's portfolio in Q3 2026, its #10 holding.
  • Vista Finance first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2023 and has held it in 2 quarters since.
  • 1,295 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.